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How to annualise costs in proposals

Learn how to enable and apply annualised costs in GoProposal proposals, including optional discounts or price increases.

Written by Jack Choppin

GoProposal promotes monthly billing for better cash flow and client management. However, you can:

  • Catch up on the previous year’s accounts

  • Provide an annual cost for a legacy client

You can achieve this by annualising costs in your proposals.

Enable annualised costs

  1. Go to Configure and select Pricing Tool.

  2. Click the Annualised Costs tab.

  3. Ensure you tick Enable Annualised Costs?

  4. (Optional) Apply a price adjustment:

    • Select Increase or Discount from the dropdown

    • Enter the percentage in Annualised Costs Price Increase/Discount

Apply annualised billing in a proposal

  1. In the Calculation section of the proposal, click Billing Cycle.

  2. Select Annualised Billing.

  3. The system multiplies monthly costs by the proposal period and applies any discount or increase.

📎NOTE: The calculation view still shows monthly totals for individual services, but the proposal document updates to reflect annualised billing.

See also

Understanding pricing types

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