Add-ons
- Siraya Bell
Step by Step Instructions
Within the Opportunity Select the “New Add-on” button
2. Fill in the highlighted boxes. Note: If CAD file is required, you’ll need to upload a new CAD file to the Opportunity.
3. Then select the item to Add – Accessory, Labor or Shipping. Select an item if it’s an accessory. You can search by item description or part number from CAD. Add Quantity, and Cost. Then click Next.
4. Confirm your selections and click Next.
5. Select Yes or No to add another line item. Once complete, click Next.
Once all Add-on items are added, go to the Designs tab and click into the Design record.
If a CAD file is required, you’ll need to Upload the CAD file to Salesforce prior to uploading to Dash.
From the Design record, Edit your CAD Notes and ‘Upload Design to Dash.’
8. Back on the Opportunity Details page, you’ll see your Add-on is Open. Go to Nintex DocGen to create your paperwork. Select Add-on.
9. Click on your Contact, Click Attach to Opportunity and Click Run DocGen Package.
10. You’ll then see a Success message. You can now generate your Add-on contract from Adobe Agreements by clicking into the dropdown next to Send Agreement.