To create and add independent line items to a proposal that are not attched to specific tree id#'s
- From the project in the desktop app, click on the "Line Item" tab.
- click on +Add.
3. Next, in the pop-up window, add a detailed description in the 'Objective field' and add a 'Price'.
Select your line items to be included in the proposal.
Note: you can add a line to a tree proposal or create a simple line item proposal by unselecting all trees in the GTC tab.
Below is an example of a Site Clean Up line item added to a tree proposal.
Note: For pricing choose 'line item'
Below is an example of a simple Line Item proposal with no trees selected.
Comments
0 commentsPlease sign in to leave a comment.