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Adders Not on Proposal, but showing on Install Agreement

Adders Not on Proposal, but showing on Install Agreement

Emilie avatar
Written by Emilie
Updated this week

If a deal has an adder showing on the agreement that was not selected within the deal or proposal, check the product's settings in V1.

  1. Open the product in the company settings in V1

    • Click Your Roles > Sales Company > Products

    • Scroll to the adder showing on contract and click on the blue pencil icon to edit

  2. If ONLY the Always include in quote box is checked-

    • The description states "When the setting is on and the activation question found in the deal is NO or unanswered we will see the adder in the additional items AND in the additional item drawer as selected."

    • It is showing on the agreement because it was not selected in the deal (unanswered).

  3. Check the Starts inactive box and save settings.

  4. Re-finalize proposal and re-build agreement, the adder should no longer be showing on the agreement.

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