All instant quote settings can be overwritten at the product level. So if you have a product which has a different Waste Factor, Steep Slope Charge or Price Range than that of your default account settings, you can change it.
Requirements:
- Roof Quote PRO™ active subscription
- Admin user access
Overview:
Whether customizing products from the ROOFLE Catalog or My Catalog, the process below is the same.
NOTE: Custom Products from My Catalog by default will not use your account's instant quote settings. Once you add the Custom Product to your Selected Products, you will be able to edit different Instant Quote settings within product customization.
Instructions:
- To start, login to your portal and find the Settings icon.
- Choose Products from the menu.
- Once on the Products page, click Customize on the product you'd like to adjust.
- On the right hand side, find the toggle to 'Use Instant Quote Settings.'
- If turned on, that product will use the account-wide instant quote settings
- When the toggle is turned off, you can customize the following instant quote settings for that product only (Steep Slope Charge, Waste Factor, Price Ranges).
- If turned on, that product will use the account-wide instant quote settings
- Save your changes.