How To Set or Change The Minimum Monthly Fee In My Proposals

What is The Minimum Monthly Fee?

Setting a minimum monthly fee enables you to establish a default minimum charge for your proposals to ensure a proposal never slips below the value you need.

You can control this from your pricing settings, or set it at a proposal template level so you can have different minimum fees for different types of work, for example sole traders vs. limited companies.

1. Set The Minimum Monthly Fee - Pricing Settings

The default minimum monthly fee is set in your pricing settings. The fee you choose here will apply to all of your proposal templates, unless you override this within the template (see 2).

Step 1. Go to Configure > Pricing Tool Set-up > Pricing Settings

Log in to the admin area of your app and go to pricing tool set up. Ensure you have the pricing settings tab selected on the left hand side. 

Step 2. Set your default minimum monthly fee

2. Set The Minimum Monthly Fee - Proposal Templates

You can set different minimum monthly fees for different proposal templates.

Step 1. Go to Configure > Proposal Templates & E-mails 

From your admin area, go to your proposal templates. 

Step 2. Edit the proposal template 

Edit the proposal template with the minimum monthly fee you want to change.

Step 3. Set the minimum monthly fee

You can change the minimum monthly fee for this template here, or set to 0 if you don't want it to apply to this template.

Discover More

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>> Learn more about your other pricing settings

>> Editing your proposal templates.