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Overview of line items

The Line Items page is central to GoProposal. It allows you to configure services, adjust pricing, duplicate items, create new services, and organise sections.

Written by Jack Choppin

What you can do on the Line Items page

  • Edit service descriptions, schedules, key dates, and pricing

  • Add new services or duplicate existing ones

  • Hide or remove services

  • Rename sections or update introductions

  • Move line items between sections

  • Create new sections

Editing line items

  • Click Edit Line next to a service to update:

    • Description

    • Service schedules

    • Key dates

    • Pricing

📌 TIP: Enable key dates to assign start dates, deadlines, and filing dates. These appear in the Letter of Engagement.

📎 NOTE: for OverSuite users - assign an OverSuite Service Schedule to each line item using the drop-down menu.

Pricing options

  • Initial fees are based on your pricing matrix answers during setup

  • You can adjust pricing for any service

  • Choose from four pricing variations and two pricing types: Monthly or One-Off

  • Add calculations to create more complex pricing models

Duplicating a line item

  • Click Duplicate Line to copy an existing service

  • Update the name, description, or pricing as needed

Managing sections

  • Rename a section by editing the section name field

  • To change the introduction, click Advanced Options and edit the text

  • Decide on Section Visibility - Open By Default or Closed By Default

  • Move line items by dragging and dropping them into a new position or section

  • To create a new section:

    1. Scroll to the bottom of the Line Items page.

    2. Click Add New Section.

    3. Add content or drag existing line items into the new section.

See also

Pricing types

Add or remove a calculation for service pricing

How to hide line items and sections

Configuring line items

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