Step 1 - Access your line items
Go to Configure and select Line Items.
This page lists all services shown on your Create Proposal page.
From here, you can:
Add new services
Edit existing service fees
Apply global price adjustments
Step 2 - Add a new service
Scroll to the bottom of the relevant section on the Line Items page.
Click Add New Line Item.
Configure the new service by adding:
Service name
Description
Pricing details
Step 3 - Change your fees
Option 1: Apply a global price adjustment
Go to Configure and select Line Items.
Click Global Actions and select Global Price Adjustment.
Choose to increase or decrease prices by:
A percentage
A fixed amount
📌 NOTE: This only affects fields with monetary values. It doesn’t change the calculations. Values must be a whole number to increase by.
Option 2: Edit individual line item fees
Go to Configure and select Line Items.
Find the relevant line and click Edit Line.
In the pop-up window, select the Pricing tab.
Configure:
Pricing type: Monthly or one-off
Pricing method: Choose from available options (for example, Annual Revenue Range)
Values: Overwrite suggested values if needed
📌 TIP: For Annual Accounts, we recommend using the Annual Revenue Range method as a starting point.
Add calculations (optional)
Use calculations to adjust fees based on other factors, such as record quality or complexity
For example, multiply the base fee by a factor for poor-quality records
See also
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