The section subtotals feature lets you show the total fee for a section in your proposal rather than listing each service separately. This is useful when you want to simplify the presentation of fees. You can set default preferences for each section and override them when creating a proposal.
Step 1 - Enable section subtotals
Go to Configure and select Pricing Tool.
Scroll down and tick the box for Section Subtotals.
Set your default preferences
Go to Configure and select Line Items.
Click Edit Line next to the service you want to update.
For each section, use the dropdown to choose how fees should display:
Section total
Individual line items
Click Save Line Item.
📎NOTE: If you integrate with QuickBooks or Xero, assign an account code to each section to track revenue accurately.
Preview your changes
Create a proposal and scroll to the Preview section to confirm the display settings.
Overriding default settings in a proposal
Create a Proposal and click Get Valuation.
Use the subtotal view toggle:
Next to each section, use the toggle to override the default display setting
Switch between section total and individual line item breakdown as needed
Scroll down to the Preview section to check your changes before sending.
Your proposal will display fees as section totals or individual breakdowns based on your chosen settings.
See also
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