Sales

Sales Document Configuration

The following guide will take you through the steps needed to successfully operate and manage the Sales Documents section of BuildBase. You will require a standard or pro version of Adobe Acrobat in…

Dan Stern
Updated by Dan Stern

Sales Model Template Configuration

This guide will walk you through the steps required to set up Base Templates, Project Templates inside BuildBase. STEP 1 - Navigate to the ‘Templates’ section within the Sales Module. From here, you…

Dan Stern
Updated by Dan Stern

Sales Regions

in order to have our newly created templates be assignable to lots within the sub-area, we must assign them into the subarea through the sales configuration. Navigate to the Configuration section wit…

Dan Stern
Updated by Dan Stern

Update Upgrade/Option Pricing

Sales upgrade pricing for upgrades and options can be updated easily using the bulk import and export tools. Step 1 - Download Go to the Sales Dashboard and click on Download Price Book. This will do…

Dan Stern
Updated by Dan Stern

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