Calculations

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

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