[Editor 2.0] Document value

Availability: Essentials, Business, and Enterprise plans

Use document value to see or adjust the total value of your document.

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:

• Currency
• Source: Custom amount or Pricing Table
• Amount
• Document value variable

Set up Document value

1. You can set the Document value amount manually by selecting "Source: Custom amount."
2. 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.
3. 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.

Document value and Dashboard

Stay up-to-date with Document value displayed on the Dashboard per document status: