Availability: Essentials, Business, Enterprise
In order to see or adjust the total value of your document, you can use document value.
Access Document value settings
Open your template/document, at the top click the $ icon to open the Document value settings. Here you will have options for:
- Source: Custom amount or Pricing Table
- Document value variable
Set up Document value
- You can set the Document value amount manually by selecting "Source: Custom amount."
- Or select "Source: Pricing table" to calculate document value based on the pricing table total(s). Make sure that the Document value currency matches the pricing table currency.
- Once you add a Document value, it will show up at the top of the document, in the document list and will add up to other documents in the same status on the Dashboard.
Document value variable
In order to auto-place document value anywhere in the document body, use the Document Value variable - [Document.Value]. You can find it under System Variables in the variables list or in the Document value settings.
Note:the Document value currency must match your default currency in order to be recorded on Dashboard / Reporting.
Document value and Dashboard
Stay up-to-date with Document value displayed on the Dashboard per document status: