1. Click on 'Sales Pipeline'
2. Locate the Deal Card You Want to Add the Deposit To
Note: You will only be able to add a deposit to proposals that have not been sent or accepted yet.
3. Click on the Customer Name
4. Locate the Proposal in Your Customer Deal Card and Click on It
5. In Your Proposal Settings, Locate the 'Deposit' Option
6. Click on 'Add'
7. Select From the Dropdown Which Type of Deposit You Would Like to Set
For this example, we'll be using 'Percent.'
8. Click on 'Percent'
9. Set the 'Deposit Amount' for Your Customer
10. Click on 'Save'
For the example, we'll be using '25%'
11. Notice That the System Automatically Calculates the Deposit Amount Based on the Proposal Total
12. Click on 'Customer View' to Confirm How It Looks on the Customer's End
13. Notice the Deposit Amount at the Very Top of the Proposal
14. Notice the Deposit Amount Also at the Bottom of the Proposal
If you need any assistance with this or anything else, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.