📎NOTE: Line item pricing needs to reflect real-life pricing, so you can only set them to two decimal places.
Access pricing settings
Go to Configure and select Pricing Tool.
On this page, you can manage:
Annual revenue ranges
Secondary revenue ranges
Minimum monthly fees
Price rounding
Currency and tax settings
Fee display options
Upsell section preferences
📎 NOTE: Line items control service fees, not pricing settings.
Annual revenue ranges
You'll use revenue ranges when creating proposals and for revenue-based pricing methods
To edit, overwrite existing ranges or add new ones
Secondary revenue ranges
Add a second set of ranges if needed (for example, Investment Size)
These appear as an additional pricing method for line items and in proposals
Minimum monthly fee
Set a minimum monthly fee for all proposals
If a proposal total is below this amount, a top-up fee is added
📌 TIP: You can set different minimum fees at the proposal template level.
Price rounding
By default, fees round to the nearest £ or $
To disable rounding:
Go to Configure and select Pricing Tool.
Scroll to Price Rounding and tick Don’t round prices.
Currency
Choose from 23 currencies and display styles
Scroll to the Currency section in Pricing Tool Setup and select from the dropdown
Tax labels and percentages
Apply a tax label and percentage to display beneath the net calculation in proposals
Display breakdown of fees
Choose whether to show a full breakdown of line item fees or a total only in proposals
Upsell section
Add services to a client’s Roadmap for future delivery
Choose whether to display a roadmap icon or consider icon in proposals
Decide if you want to show fees for road-mapped services
See also
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