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Admins: How to Create a Custom Price/Quote Adder

Enerflo Support avatar
Written by Enerflo Support
Updated this week

STEP 1

Navigate to Adders Settings

  1. Navigate to Settings > Pricing > Adders

  2. On the Adders page, click the + New button to create a new Adder.

STEP 2

Define the new Adder

  1. Name the new Adder.

  2. Make sure Allow manual toggle on Proposals is checked.

  3. Under Activation Model, in the Type dropdown, make sure Always active is selected.

STEP 3

Create a New Input Field

  1. In the Input Fields section, click Add Field

  2. In the Add Field window, type the Label as you want it to appear to the user (e.g. What is the cost?), then click Done.

  3. In the New Field you just created, click into the Min Length field and enter 0, then click into the Default Value field and enter 0.

STEP 4

Add Custom Pricing

  1. In the Pricing Options section, click the + Add Option button.

  2. In the Create Pricing Option window, click Fixed Amount in the Type dropdown to change it to Custom.

  3. Under Pricing Options Model Functions, click the + Add button.

STEP 5

Define Model Function

  1. In your New Create Model Function window, Name the function (which should always be amount)

  2. The Question you created earlier should appear here. Select it.

  3. In the Function field (code section), click in between the first 2 parenthesis and type the word price.

  4. Then, click in between the 2 brackets and type return price.

  5. Confirm the code looks like this: ( price ) => { return price }

  6. Click the Add Model Function button to save when complete.

STEP 6

Add Pricing Option

  1. Authorized Dealers -- The authorized dealers section is where you can include/exclude dealers. It is auto set to apply to all authorized dealers.

  2. Installer Markets -- The Installer Markets section is where we can include/exclude markets. Just like dealers, it is auto set to apply to all.

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