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July 2024 - Pricebook Update Instructions for Old Proposals

How to update old proposals to use cost and rates in the newest pricebook iteration

Zaid Akel avatar
Written by Zaid Akel
Updated over 11 months ago

To update old proposal data to the current costs and rates, head to requirements:


Toggle between the Current Customer/Net New setting:


For example, if current customer, switch to Net New Logo and then back to current. Item and service costs will update twice; once when setting to NNL, and once again when switching back to current:


Your proposal will now be updated with the correct costs and rates.

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