What are Favorites in Duranta?
Favorites let you save commonly used services, materials, charges, snippets, and proposal settings so you can reuse them quickly in proposals.
Where are Favorites located?
Favorites are located in Account Settings → Favorites.
Can I create a maintenance service in Favorites?
Yes. You can create a maintenance service and save details such as:
Materials
Charges
Price margin
Recurring schedule
Minimum price
Price rounding
Can I create install items in Favorites?
Yes. You can create install items such as:
Beds
Plants
Turf
Walls
Surfaces
Can I create charges or fees in Favorites?
Yes. You can create charges and fees using:
Flat fee
Percentage
Per hour
Per measurement
What price margin options can I set?
You can set a price margin using one of the following options:
% more to increase the price by a percentage
$ more to increase the price by a fixed dollar amount
Gross margin
Customer price
None (selected by default)
Can I save proposal settings in Favorites?
Yes. You can save proposal settings for reuse in future proposals.
Can I create and save snippets?
Yes. You can create and save snippets with text and images to quickly add them to proposals.
Can I use saved services and snippets in invoices?
Yes. You can select saved services and add snippets from Favorites when creating or editing an invoice.
How can I get help or schedule a demo?
You can always contact [email protected] with any questions. Once you sign up, you can also schedule a demo call here: Duranta Demo