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Select Two Price Levels on Quote

edited Aug 13, 2025 5:53PM in Ask A Guru 10 comments

Hello,

When we create a quote we currently select a "quote price type" then the corresponding "price level" at the item line level.

For example, below we selected quote price type = Project. This means at the line item level we can only select "project" price levels. In this case we selected Project 12, and the cost and total fields populate accordingly.

This is what the PDF looks like.

There are two major quote price types: Project and Project Developer. Every Project price has a corresponding Project Developer price. Below are the mappings.

Project 1

Project Developer 1

Project 4

Project Developer 4

Project 6

Project Developer 6

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