A line item represents a service in GoProposal. Each line item includes details such as title, description, and price. Configuring line items correctly ensures accurate proposals, consistent pricing, and clear client communication.
Line items appear in the Create Proposal page, allowing you to select the right service and price for each client.
Step 1 - Access the line items page
Go to Configure and select Line Items.
From this page, you can:
Add a new line item by scrolling to the bottom of a section and selecting Add New Line Item
Add a new section by scrolling to the bottom of the page and clicking Add New Section
Edit an existing service by selecting Edit Line
Step 2 - Configure your line item
When adding or editing a line item, a pop-up window appears with several configuration options:
1. Line Item Content
Line Item Label: The service title shown in proposals and client documents
Description: Appears in proposals when the service is selected
Service Schedule: Defines responsibilities for the service in the engagement letter
If using OverSuite, assign a Smart Service Schedule
Or create your own schedule under Service Schedules
Key Dates: Choose if you want to include key dates
Tooltips: Add text, images, or videos to display when creating proposals for a value proposition
2. Line Item Pricing
Pricing Type: Choose monthly or one-off
Pricing Dropdown: Select a pricing method (for example, Annual Revenue Range for Annual Accounts)
Calculations: Add factors to adjust fees based on client-specific variables (for example, record quality)
3. AppsMap Icon
Add an AppsMap™ icon to showcase your recommended tech stack in proposals
4. Integrations
If connected to Xero or QuickBooks, assign account codes for revenue tracking
For Karbon or Senta, select workflows or services to trigger when the proposal is accepted
See also
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