GoProposal started life on an Excel spreadsheet, but it didn't provide a great client experience when agreeing on fees.
However, the calculations that were used in that spreadsheet were so valuable in achieving the correct price for each service.
When GoProposal was created, we wanted to preserve that complexity of cost calculation, but we wanted them presented to clients and team members in a simple way.
Here is how you can apply up to 5 levels of calculations to each line item:
How to Add Calculations
Step 1. Go to Configure > Line Items
Login to the admin area of your app and navigate to your line items page.
Step 2. Edit line
Select edit line next to the service you want to add a calculation to..
Step 3. Add calculations
A pop-up box will appear that enables you to configure your line item. To learn what everything here means, see this article.
Once you have chosen your basic pricing type, you can layer this up with calculations.
This will multiple/add/divide/subtract a value you choose to the basic pricing type.
Deleting and Reordering Calculations
When setting your line items up, you might realise certain calculations are better coming before others.
To reorder a calculation, use the arrows beside each one to move it one below or above another.
You can also delete calculations you no longer want to keep using the trash icon.