Setting a minimum monthly fee ensures you never go below the price that you want with a proposal.

You can set different minimum monthly fees for different proposal templates in case you'd like to vary this, for example for sole traders vs. limited companies.

Explainer Video

Set The Minimum Monthly Fee - 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.

Otherwise it will remain at the default set in your pricing settings.

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