Your pricing settings cover the annual revenue ranges, minimum monthly fees, currency, tax and more. Configuring these will allow you to make your app work precisely as you want it to. Find out how below.

How To Configure The Pricing Settings

Step 1. Go to Configure > Pricing Tool Set-up > Pricing Settings

Log in to the admin area of your app and go to pricing tool set up. Ensure you have the pricing settings tab selected on the left hand side. 

Step 2. Configure the settings

Your pricing settings will be listed on this page. Here is what everything means and how to configure them.

Annual Revenue Ranges

The annual revenue range will be one of the first things you set when you create a proposal and is a method of pricing in Go Proposal.

You can configure exactly what you want these ranges to be. All you need to do is overwrite the current ranges or add a new range.

Secondary Revenue Style Prices

You can add a second set of revenue style ranges if need be. Configure these the same as you would the annual revenue ranges above. 

These will then show when you create a proposal and become one of your core pricing types when you configure a line item

Price Rounding

By default, the fees in the proposal are rounded to the nearest £ or $. To override the default, enable 'don't round prices?'

Minimum Monthly Fee

You can set a minimum monthly fee for every proposal, to ensure all your additional costs will be covered. Choose the fee here.

Currency

If you want your app to display all manners of pricing in a different currency, this is where you change this. Just select from the dropdown. 

Tax Labels and Percentages

You can apply a tax label and percentage, so that this is added to your proposal beneath the net calculation. 

Display Breakdown of Fees in Proposal

This is where you will decide how you want the fees to be displayed in your proposal - either a full breakdown of line item fees or a total.

Up-sell Section

Some services might be worth your client considering in the future. When creating a proposal, you can select these services using a heart or roadmap icon.

These will then pull into a separate part of the proposal. This section will be called services to consider or your roadmap respectively.

Choose whether you want your up-sell section to have the roadmap or services to consider title and icons. 

Whilst this may just seem a small tweak, it's a huge improvement on the message that you're sending.

Fees in Upsell Section

If you want to display fees next to services in the upsell section, you can do so here. 

Step 3. Save your settings

Be sure to hit save settings when done.


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