When to use simple vs detailed view. 

Simple view or detailed view can be seen when you are in a proposal or draft.
You have to click on the gear on the right top corner of a product you would like to adjust. 

First the simple view will appear, there you can do following:

  1. The PRICE, here you can adjust the price of the product.
  2. After the price you can add a discount in percentage or currency.
  3. Then you can add a quantity to the product.
  4. You can choose to press the Flexible Quantity, put a minimiume and maximum amount and then the customer can choose. You can also choose not to specify quantity, then you press on that button. 
  5. Set to optional to let the recipient add this product/service prior to accept.
  6. The last thing one can add is a personal comment to the customer. 
  7. Do not forget to press SAVE in the right top hand corner. 

Detailed View:

  1. In detailed view the first thing that will appear is a heading, it could be example a date and time for a meeting: 20200612 08.00pm
  2. Then the first box is amount of participants, the second box is the cost per participant, third is if you would like to give a discount. 
  3. If for example a meeting is two days or more, you can press on new row and then add the information for that day. Maybe its less or more participants or different price. 
  4. Set to optional to let the recipient add this product/service prior to accept.
  5. The last thing one can add is a personal comment to the customer. 
  6. Do not forget to press SAVE in the right top hand corner. 
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