When you adjust proposal pricing, override totals, or apply reductions, the changes don’t update automatically. Click Recalculate Totals to confirm and apply updates. This feature improves accessibility and prevents unintended changes.
Why is the Recalculate Totals button necessary?
User control: Previously, totals updated automatically when clicking outside a field. The button ensures deliberate confirmation of changes
Accessibility compliance: The feature supports accessibility standards by requiring a clear action to apply updates
How to recalculate totals after pricing changes
Edit the totals or pricing for line items, including overrides or reductions.
Scroll to the Calculation or Totals section.
Click Recalculate Totals to update the figures.
Verify the updated totals before sending or finalising the proposal.
When to use Recalculate Totals
After overriding the proposal totals
When adjusting line item pricing
When entering discounts or reductions (negative values)
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