Adding an 'Additional Fee' to Price Line Items


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QuoteCloud has a special feature to add an Additional Fee to price line items which could be useful if there will be additional charges such as administrative charges, extension fees, etc. that may incur when purchasing a particular item.

Activate the "Additional Fee" Feature

To activate the Additional Fee function in your QuoteCloud Account, you need to adjust your account settings.  From the Sales Quote Dashboard, click on Configuration > Settings > Company Settings.

A settings window will appear. Click on the Pricing Table tab, and toggle the Enable Additions switch to on (the switch will display as green).

Ensure to scroll down and select Save.

Using the "Additional Fee" Feature

Create (or edit) a sales quote. Navigate to the Pricing section of your sales quote.

You will see an extra column in your price table with the column heading label "ADDITIONAL FEE" (as shown below).

If required, enter a value into the Additions data item for a price row.

In our example, the price line is for "Website Hosting", and we have added a $50 set-up fee in the Additional Fee column.

You may toggle on Preview button to better visualize your price table.

If you want to change the column label for "ADDITIONAL FEE", hover over to see the edit (pen) icon, click and edit.

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