How to configure quote totals and sales tax

quotes email opportunities

Within RealtimeCRM, you’re able to add your own Products to the system and record their sales price, tax rate and cost as in the example below:

sales tax on product

These Products can then be added as line items to your sales opportunities. When you send a quote you can choose what information you wish to display including whether you wish to show the tax per line item or not, the total tax for the quote or not as well as the overall quote total value or not.

When you click the ‘Send quote’ button on the desired Opportunity record the ‘Quote configuration’ dialog box will appear allowing you to toggle these display settings on and off, and this will be made apparent on the quote preview on the same form.

sales tax on product