Skip to main content
All CollectionsPricing tool setup
Create a proposal for multiple companies
Create a proposal for multiple companies

How to use the Multiple Entities feature to price more than one company or individual in the same proposal.

Jack Choppin avatar
Written by Jack Choppin
Updated over a week ago

After you enable Multiple Entities, this feature allows you to build a proposal that includes a range of services with a unique scope for every company or individual that it includes. 

It means you don't have to do several proposals for a client who looks after many interests or businesses.


Building your Multiple Entities Proposal

After you enable the feature, you can produce proposals with multiple entities included in the setup.


As you add more entities, you have the option to develop the criteria for each one.


As you select services you can decide which Entity it's related to.


You can also add multiple entities to an individual service. Click ➕ and select different criteria for the scope.

On the calculations page when you expand the calculations, you can see and edit the cost breakdown for each entity. This provides you with full control over every aspect of your proposal.


The Proposal and Letter of Engagement

In the proposal document that goes to the client, it will be clear what service is related to which entity so the client has everything nicely laid out for them.


Finally in the Letter of Engagement, you can use the 'entities list' merge tag to pull through all your entity names and ensure your contract is robust for the client to sign. Learn more in our guide, Set up your Letters of Engagement.

The Letter of Engagement will still only require one signature. This makes sure the whole process of working with multiple entity proposals is smooth and hassle-free.

Did this answer your question?