Q. Can I apply taxes to a product?
A. Taxes cannot be applied to a product itself, but can be applied to either a category or subcategory. In this case, all products and services within the category or subcategory would have the applicable taxes applied. For more information on setting up taxes, see our page on Quote Builder Tax Configuration
Q. Why do I need a system GPL and a Quote Builder GPL?
A. The Quote Builder is a marketing tool used to attract business to your firm, whereas your GPL is your official listing of prices. The Quote Builder has a separate GPL to allow you to be flexible in how you present your Quote Builder to the public. Having a separate Quote Builder GPL allows you to use more user-friendly terminology than your official GPL. It also allows you to offer multiple Quote Builders, such as a Quote Builder for your cremation clients and one for your burial clients, should you wish to do so.
Q. How do I update an item from the Quote Builder once my Quote Builder is live?
A. You will first want to update the listing in your product catalog. Then, you’ll need to update the information on your Quote Builder GPL. Lastly, you’ll visit the Quote Builder Configuration on the website to remove the item from the Quote Builder, refresh your page, then re-add the item.
Q. How do I add a disclaimer to my Quote Builder?
A. You can add a disclaimer to your Quote Builder pages of your website to provide any information to viewers that may be necessary.
Adding a disclaimer is found under Website > Quote Builders. Enter the Quote Builder(s) that you have active. Click the button in the top right labelled “Edit Disclaimer”.
In the text box, type any disclaimer verbiage that you would like and then click “save”.
Q. Do products and services push to the contract on approved quotes?
A. No, you will need to manually add these items to the contract screen once you have approved a quote.
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