You can save time and ensure accurate pricing by automatically applying markup or margin values to the proposal total.
1. Click on the gear (wheel) icon in the top right corner
2. Select "Workflow" from the dropdown menu
3. Click "Proposals" from the left menu
4. Expand the "Proposal Creation" section
5. Click "Edit" on the "Vendor Forwarded Proposal Total, Markup or Margin" row
6. Click this dropdown to select a Margin or a Markup
7. Enter a Markup value and it'll be multiplied with the number of times entered in this field
8. You can select a Margin from this field
9. Select Margin and enter a "%" value
10. Click Save
11. Turn this switch on to automate Margin/Markup
