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.

You will find your pricing settings in the admin area of your app from Configure > Pricing Settings..

On this page you can configure your default Annual Revenue Ranges, Default Tax Rates and Currencies and other important pricing information.

🤩 Please note that the services and fees you charge are controlled by line items.

The annual revenue range will be one of the first things you select when you create a proposal and is one of the available pricing methods for your services (line items).

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.

You can add a second set of revenue style ranges if need be. For example, you might find Investment Size effects the way you may price a lot of services and so choose to add this in as a second range.

Once you have chosen these ranges, these will become available as another pricing method for your line items, and you can assign different fees to each range.

Second revenue style ranges will also appear when creating proposal so any services using this new pricing method can be priced accordingly.

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

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

🤩 If you would like to assign different minimum monthly fees for different types of work, you can set minimum fees at a proposal template level.

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. 

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

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.

You may choose to add certain services to a clients Roadmap with you, rather than delivering them straight away.

When creating a proposal, you can select these services using either a heart or roadmap icon.

Here, you can choose whether you want your upsell section to have the roadmap or to consider icon.

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

Roadmapped services will then pull into a separate part of your proposal.

Decide whether you would like to show fees against roadmapped or upsell services.

If you have any questions, please reach out to us in the chat box below.

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