DripJobs Help Center

Production Rates: Using The Bulk Area Product Changer To Update Products In The Proposal Builder

In this article, you will learn how to use the area product changer to update products in the proposal builder.

Written by David Arteaga

Updated over a week ago

1. Select the Proposal You're Working On

Select the Proposal You'll Start Working From

2. Click over the Current Area You'd Like to Make This Change on

Please know this change will only affect the area selected, there's no current way to make this change for all areas at the same time

Click over the Current Area You'd Like to Make This Change on

3. Click on 'Change All Products in This Area'

Click on 'Change All Products in This Area'

4. Click on 'Select a Product'

Click on 'Select a Product'

5. Select Your Desired Product

Select Your Desired Product

6. Click on 'Apply all'

Click on 'Apply all'

7. Now All Substrates Will Be Under the Same Product

Make sure all unit prices update the same

Now All Substrates Will Be Under the Same Product

8. Click on 'Save Changes'

Click on 'Save changes'

Note: This will only be possible while the proposal is pending so not accepted yet

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.