Articles

13. Contract Linking

Linking is the process of telling the system what values to pull from the estimate to the Contract, Proposal, or other document type.

15. Total Sale Amount

The Total Sale Amount in the results section can be pulled over from a signed Contract or Proposal. Doing so saves the rep from having to remember exactly what the job sold for and reenter the currency value in the results section.

16. Discount Switches

Available in: Leap Pro and Leap Premium Because formulas are not able to be used with dynamic cells, we need to use a switch for pricing changes on contracts. The

17. Document Placeholders

Placeholders are placed within a document cell to indicate which fields should be pulled from the estimate to the Contract, Proposal, or other document type.

18. Text Formulas

Text Formula Input type allows you to bring information from one body line of your document, over to a different body line inside that document.