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Configure the alignment fee

Some services require 12 months of work regardless of when you start. The GoProposal alignment fee ensures you recover costs for these services when onboarding clients mid-year.

Written by Russell Henderson

What is the alignment fee?

  • The alignment fee applies when the proposal start and end dates cover less than 12 months

  • It ensures you’re paid accurately for annual services billed monthly

  • The fee appears in the proposal’s fee table with an explanation beneath it

  • A * symbol marks any service where the alignment fee applies

How does it work?

  • When you create an annual service proposal (for example, Annual Accounts), the alignment fee applies automatically if the proposal period is under 12 months

  • You can present this fee during the client meeting and offer payment options:

    • Spread the cost monthly

    • Pay as a one-off amount

How to configure the alignment fee

  1. Go to Configure and select Pricing Tool.

  2. Select the Alignment Fee tab.

  3. Update the following settings:

    • Apply to which line items or sections: Add line items or sections where you want the alignment fee to apply

    • Pay as a one-off amount: Choose the proposal types for the alignment fee or apply it to all proposals

    • Alignment fee explanation on tool: Customise how the alignment fee appears when creating a proposal

    • Alignment fee explanation in PDF (monthly and one-off): Write the explanation as you want it to appear in the proposal. Use separate fields for monthly and one-off payment descriptions

  4. Click Save Settings to apply the changes.

See also

Create a proposal

Proposal templates

Why the alignment fee is missing from your proposal

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