Calculations
Upload Company and Individual Logos for online applications
Calculations
The calculations are IF > Then statements
Combine Text (Concatenate)
Examples would be
- Combining First and Last Name for Full Name
- Combining Address, Line 2, City State, and Zip for Full Address
Add, Subtract, Multiply, Divide, Percentage
Examples would be
- Adding the number of terminals needed for a total cost
- Dividing the yearly volume by 12 to provide a monthly volume
- Taking a percentage of total volume and making a certain percentage the American Express volume
- After creating, titling, and adding a description to a calculation you can add to template
- The Calculation will show up on the left-hand sidebar and you can drag this calculation onto the PDF
