It is a good practice to indicate when you require a deposit clearly. QuoteMachines offers a feature that does it while helping you make the calculations.
How to specify a deposit
- From the pricing table, click the "Deposit" button located next to the Total.
- Enter a deposit amount or a percentage.
Screenshot showing a 10% deposit applied to the pricing table total
Screenshot showing a deposit displayed next to the total on the final document
Automate deposit on every quote
If most of your quotes should include a deposit. You can have it shown and calculated by default.
Access the account settings by clicking on the "My account" menu then by selecting the "Settings" tab.
Click on the "Edit account" button
Enter the "Default proposal deposit" value in the corresponding field then save