New automation for Proposals
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Diana Crawford
Is there a way to have Portal recommend a part or fee based on an item selection? In this case, we are in California and when we sell a TV we have to add an E-waste fee . So, when a user adds a screen to a Proposal, is it possible to have Portal recommend the addition of the appropriate E-waste fee?
Kirk Chisholm
This can be done using auto-attachments (if you are on the premium plan or higher).
https://youtu.be/IdFtR09XGwk
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Diana Crawford
Kirk Chisholm this looks like exactly what we need. Our plan says "Unlimited" but I'm not seeing the attachments option as indicated on the Portal home screen. Is that something Portal has to be set up for our account?
Kirk Chisholm
Diana Crawford Excellent! If you're on unlimited, you've got it for sure, you have all of our features.
Create an e-waste item under fees in your catalog.
Then just find any TV in your catalog and click to get to the detail page, scroll down and you'll see the attachment section. Attach the e-waste fee. It'll ask you if you want to attach it to all TVs.
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Diana Crawford
Kirk Chisholm thanks so much for your help. We will give it a try.