Bryan

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Latest activity by Bryan
  • Bryan commented,

    Thanks Aaron. Yes, I would like some help to make this happen.

  • Bryan commented,

    Aaron, Making sure we're on the same page. Is there a way in the User Interface to copy a static pricing model to a new static pricing model?  I'm not necessarily looking to copy a multiplier prici...

  • Bryan created a post,

    Copy Pricing Models

    Is there a way to copy one pricing model to another for our contract customers?  We have a couple of contract customers whose pricing model is a multiplier of our daily rate.  I want to raise rates...

  • Bryan commented,

    I tried the Report Groups and Report Settings as recommended by Aaron and it worked just like we needed.   I do a quote, I select "Default Terms & Conditions with T&C Prompt" then I select which se...

  • Bryan created a post,

    Default Terms and Conditions with T&C Prompt

    When I select "Default Terms and Conditions with T&C Prompt" all I get is the T&C page.  I would like for the Default Financial Document to always print before the T&C no matter which T&C I have se...