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Setting up tiered/volume break quotations

Switch on tiered quotations, create a tiered pre-build, link a PDF template to it, and test it by creating a new quotation.

This quotation style lets you display multiple prices for the same product for different quantities. It also allows you to add multiple cost factors to an item's price. They need to be switched on, and at least one pre-build set up.

This article covers setting up the pre-build but you need to set up the Tiered Quotation document template(s) as well.

Switch on tiered quotations

1. Click here.

Zigaflow dashboard with the settings gear icon highlighted in the top-right toolbar, next to the help and profile icons

2. Click "Module Settings"

Settings menu with Module Settings highlighted in the left sidebar, below Module Numbering and above Pre-Builds

3. Click the "Create and view Tiered Quotations" field.

Module Settings showing the Tiered Settings section with the "Create and view Tiered Quotations" checkbox highlighted

Create a tiered pre-build

4. You need to set up at least one pre-build. Click "Pre-Builds"

Settings sidebar with Pre-Builds highlighted below Module Settings, where Create and view Tiered Quotations is checked

5. Click Quotations.

Pre-Builds settings page with the Quotations tab highlighted in the left-hand list below Leads, showing the pre-build table

6. Click to add.

Pre-Builds screen with Quotations selected and the add (+) icon highlighted at the top right of the empty list

7. Click "Tiered"

Pre-Builds Quotations tab with the add (+) dropdown open and the Tiered option highlighted below Standard

8. Give the pre-build a name

Link a PDF template

9. To associate a PDF template to be used, click "Templates"

Pre-Build T1020 quote screen with the Templates button highlighted top right, showing the Select Pdf Templates tooltip

10. Click here.

Send screen with Pre-Build Email Template panel and Saved message, highlighting the Change Templates icon at top right

11. Click here to edit a PDF template

Quotation Creation panel with the edit (pencil) and delete icons highlighted beside each template row, including Rebuild

12. Select the template

Quotation Creation panel with template dropdown filtered by "prom", highlighting Body - Promo Dynamic Rows inc Costs

13. Click here.

Quotation Creation panel with new Body template row, highlighting the checkmark button to confirm adding the page

Test the quote creation

14. Test out the quote creation. Click Go To -> Quotations

Pre-Build quotation preview with Rebuilding message, highlighting Go To in the top menu to open Quotations

15. Click "New"

Quotations list with the purple New button highlighted at top left, above the search filters and status panel

16. Select your pre-build

Quotations screen with the New drop-down open, showing the pre-builds list with "Tiered Quote 2" highlighted
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