SECTIONSEstimate Product Fields
The estimate product record includes the following fields.
* – Mandatory field
| Field |
Description |
|
|---|---|---|
| Active | If selected, indicates that the estimate product is active. | |
| Default Billing Type |
The default method of billing used on any estimate product instances created from this estimate product when it is added to an estimate. You can select one of the following options:
|
|
| Default Fixed Price Billing Frequency | The default fixed price billing frequency to use on any fixed price estimate product instances created from the estimate product when it is added to an estimate. | |
| Default Fixed Price Margin (%) | The default fixed price margin on any fixed price estimate product instances created from this estimate product when it is added to an estimate. | |
| Default Fixed Price Upfront Billing (%) | The default fixed price upfront billing percentage to use on any fixed price estimate product instances created from the estimate product when it is added to an estimate. | |
| Description | The description of the estimate product. | |
| Estimate Product Name | * | The name of the estimate product. |
| Hours Multiplier | The number that the hours on the estimate product's associated role requests are multiplied by. | |
| Product | The product that relates to the estimate product. |