Time is a vital resource that each business treasures and tries to convert in a gain. When selecting document management software, pay attention to a clutterless and user-friendly interface that empowers consumers. DocHub offers cutting-edge instruments to improve your document management and transforms your PDF file editing into a matter of a single click. Insert Calculated Field in the Sales Quote with DocHub in order to save a lot of time as well as boost your productiveness.
Make PDF file editing an simple and easy intuitive operation that will save you a lot of valuable time. Effortlessly modify your documents and send them for signing without switching to third-party options. Give attention to relevant tasks and enhance your document management with DocHub starting today.
welcome to another video from preact and in todays video im just going to show you how we can pull parent information using a calculated field um this is a scenario that came up on a recent project i was working on whereby we had to pull in information from the existing product and get that into the the quote line product quite a common scenario where the quote line product is a bit locked down you cant update using workflows or data mappings so using a calculated field in this scenario managed to overcome that issue just show you how i achieve this okay so what we had is we got the concept of the client would like to store a cost price against the product which you can see ive just added cost price here um then they wanted to you know over here on a quote upon adding a quote product they wanted the margin to pull you know the quite the quite priced to pull throughs they could work out their margins um how did i achieve this weve just added you can see down here on the quote form