How to add markup/margin in the proposal?

Introduction

Adding a markup or margin to your proposal items in x.doc is a straightforward process. Here's a step-by-step guide on how to do it:

Adding a Markup or Margin

• Inside your proposal, navigate to the Rooms & Items section and select Rooms & Items Settings.

• You can choose to apply either a markup or margin to your proposal. Once you make your selection, you will have the option to apply a Global Markup/Margin.
• Enter your desired value for the Global Markup or Margin.
• Click on the Save & Close button to save your changes.

• Once you've applied a global markup value, it will reflect on the cost price of all your items. To view or modify the markup for specific items, simply click on the Edit button associated with each product.

• Update the markup value as needed and click Save & Close to apply the changes.

Updated on: 08/21/2026