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D-Tools System Integrator Ideas Portal
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Created by Guest
Created on Apr 28, 2025

Add Service Plan total to Payment Terms of a Quote

Can we add a toggle to include the service plan pricing in the Payment Terms when sold with a project? The Service Plan cost is now able to be included in the total amount of the quote in the Summary section. Our clients match the Payment Terms breakdown to the total price on the quote and call us out on the difference all the time.

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