The Alignment Fee helps you recover catch-up costs for services billed annually. This ensures you don't lose revenue. It appears in the calculation when creating a proposal and in the client's proposal. You can customise its description and control which services and proposal templates it applies to.
Edit the Alignment Fee description
Go to Configure and select Pricing Tool.
Select the Alignment Fee tab.
On this page, you can:
Select the services where you want the Alignment Fee to apply
Choose specific proposal templates or apply the fee to all proposals
Define how you want to present the fee when creating a proposal
Customise the explanation shown in the client proposal document
Use the Monthly and One-Off fields to tailor descriptions based on the client’s payment method
Click Save Settings.
Create a dummy proposal to preview the changes.
Your Alignment Fee will now display with your chosen description and apply only to the selected services and proposals.
See also
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