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  4. Products, Price Books, & Quote...
  • Can I create a Quote on the Insightly mobile app?
  • Do Quote quantity fields support fractional quantities?
  • Can I set up an approvals process for quotes with steep discounts?
  • How is taxation calculated in Quotes?
  • Can I add digital signatures to my Quotes?
  • Can I add my company logo to a Quote template?
  • How do I import Products and their prices?
  • Where can I find Products and Price Books that I've marked as inactive?
  • How do I delete or archive Products and Price Books?
  • What is Quote sync?
  • How do I clone a Price Book?
  • Can I add my company logo to my Quotes?
  • Which version of the Insightly API support Products, Price Books, and Quotes?
  • Can I use multiple currencies in a Price Book?
  • Can I create a report for Products, Price Books, or Quotes?
  • How is the Opportunity Value calculated on Opportunities with Products?
  • What is the Standard Price Book used for?

How is taxation calculated in Quotes?

Question

How is taxation calculated for a Quote?

Answer

Taxes are manually entered by the user.

  1. Open a Quote.
  2. Scroll to the Quote Totals section. 
  3. Hover over the Tax field. Click on the pencil icon.
  4. Enter the amount of tax to be collected. Click the checkmark to save.
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