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

Learn how you can set a minimum monthly fee for your proposals, how you can edit the default and set different fees for different templates.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

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 below help article)

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

> You can also set Minimum Monthly fees for your templates too. For guidance on how to do this, see our help article here.

Discover More


>> Learn more about your other pricing settings

>> Editing your proposal templates.

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