Adjusting Your Proposals

How to Edit Incentives

  1. Visible Incentives can be found on the proposal. To use/show an active incentive, tap the checkmark to see the price adjustments.
  2. You can edit company incentives in the proposal settings sidebar under the option 'Incentives'.
  3. After opening the incentives option, a modal will appear allowing you to review, override, and hide/unhide from the proposal.
    1. Overriding an incentive will allow you to adjust the amount wanted to use for each selected incentive. Screenshot 2025-01-22 at 10.55.26 AM
    2. The Hidden checkbox, when selected, hide the incentive from the proposal. Unselecting this checkbox will show the incentive on the proposal. Screenshot 2025-01-22 at 10.56.58 AM
    3. When the Hidden checkbox is unselected, you have the option to tap the "selected" checkbox, which will use the incentive on the proposal. Screenshot 2025-01-22 at 10.57.40 AM
  4. Once you are done adjusting incentives on the modal, press the update button. Screenshot 2025-01-22 at 10.58.30 AM

Watch Editing Incentives