The BDP Quote Builder allows you to build up a series of charges, fees and costs which fall into categories as follows: Sale legal fees – Excluding VAT. Sale estate agency fees – Excluding VAT Sale outlays – Including VAT Purchase fees – Excluding VAT Purchase outlays – Including VAT Misc – Excluded from calculation […]
Category: BDP Technical Administrator help
Help section for administrators of BDP
Adding placeholders to Word documents
Document templates are Microsoft Word DOCX (.docx) format. The old .doc format is not accepted and will not work. To create a document that can be used as a template, start with a regular Word document and replace any words or lines that will be updated each time the document is output with “placeholders”. A […]
Defining the documents for your business
In the Configuration menu > Configuration > Document Templates widget you can define the documents that your business requires. This is initially blank and can be populated with as many document templates you require. Each document template can then be called up from within any property detail page and a pre-populated document generated from it. […]
Document manager overview
The document manager facility in BDP is a powerful document creation engine that is designed to Use MS Word document templates to pre-populate new documents with data held in BDP Create PDF versions of documents with one click Allow fees to be listed and totaled within the document Allow uploading of non-BDP generated documents to […]
Fee calculator – examples
The fee calculator is a highly-customisable table of fees covering all aspects of the conveyancing process which can be merged dynamically into a document template. Designed as a pre-sale tool to estimate all costs for a potential client, it can be configured in the Configuration > Configuration > Fee Configuration panel. All figures can be […]