The Pricing Matrix uses an algorithm to create suggested fees based on your input and GoProposal’s pricing methodology. It provides a quick starting point for your pricing system. You can adjust it to suit your firm.
Step 1 - Access the Pricing Matrix
New members: When you sign up, a pop-up will prompt you to complete the pricing wizard
Existing members: Access the Matrix through the Import Feature in your app
Step 2 - Complete the wizard
Answer basic questions about your firm and how you price certain services
Focus on your most profitable clients when answering
The Matrix will combine your responses with GoProposal’s methodology to generate suggested fees
Step 3 - Review and accept
Once you complete the questions, review the suggested fees
Accept the agreement to apply the pricing to your line items
Step 4 - Test and refine
Create a test proposal to see the suggested pricing in action
To adjust fees:
To adjust fees:
Go to Configure and select Line Items
Click Edit line next to the relevant service
Step 5 - Resetting the Pricing Matrix
You can reset the Matrix, but you'll lose any changes made to line items. Contact our support team before proceeding.
See also
Need Support?
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