Packages are a great way for you to plan out and save different combinations of services to sell to different niches and business sizes.

You can set up your packages so that they are tailored to a particular annual revenue range, proposal type and letter of engagement type.
 

How to Define The Package Settings

Step 1. Go to configure packages

Log in to the admin section of your app, go to Configure > Packages. 

Step 2. Add or edit a package template

You can create a new package template or edit an existing template. 


Step 3. Set the basic information

Set the proposal type, letter of engagement type and annual revenue range.

Step 4. Add services to your package and save!

Complete your package by selecting the services and upsells and hit save. 

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