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Pricing Tool Setup

Pricing Tool Setup

Configure certain settings which contribute to the prices you charge

James Ashford avatar Jack Choppin avatar Danielle Fisher avatar
16 articles in this collection
Written by James Ashford, Jack Choppin, and Danielle Fisher

Where can I edit my annual revenue ranges?

Discover where you can add in and tweak your annual revenue ranges to what you need them to be.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Where can I change the way I calculate and describe the alignment fee to my clients?

The alignment fee helps you to confidently communicate any catch up costs that are required to your client.
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Written by Danielle Fisher
Updated over a week ago

Do I need to show fees for roadmap or recommended services in my proposal?

Learn how you can tweak your settings to control whether or not you show fees for services on your clients roadmap.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Configure The Pricing Settings

Annual revenue ranges, minimum monthly fees and price rounding.
James Ashford avatar
Written by James Ashford
Updated over a week ago

What are second revenue style ranges?

Learn how the second revenue style range can help you when setting up your pricing.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How do I change the way I present fees in my proposal? E.g. Total only or breakdown

You have several options when it comes to how you display the fees in your clients proposal. Discover them here.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How Do I Display Fees as A Section Total in My proposal

The sub totals per section feature will let you display the total fee for a section in your proposal, rather than a breakdown or total only.
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Written by Danielle Fisher
Updated over a week ago

How do I turn price rounding on/off?

You can turn this feature on or off in your pricing settings
Jack Choppin avatar
Written by Jack Choppin
Updated over a week ago

Where Can I Change the Currency In My App?

Discover how you can change the currency settings in GoProposal so you can price your services in £, $, AUD, ZAD and more..
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Adding and Managing Your Tax Labels VAT

Discover how you can add a tax label to your proposals.
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Written by Danielle Fisher
Updated over a week ago

Annualising your costs in GoProposal

In this article you will learn how you can annualise your costs within your proposals.
Jack Choppin avatar
Written by Jack Choppin
Updated over a week ago

What Is The Alignment Fee? How do I configure the settings?

The alignment fee helps you to confidently communicate any catch up costs that are required to your client.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How Can I Create A Proposal For Multiple Entities or Companies

How to use our Multiple Entities feature to price more than one company or individual in the same proposal.
Jack Choppin avatar
Written by Jack Choppin
Updated over a week ago

Annualised Costs - What They Are And When To Use Them

Annualised costs allow you to charge your clients annually for the work ahead or to catchup on previous years work
James Ashford avatar
Written by James Ashford
Updated over a week ago

Mid Year Catch Up - What It Is And How To Configure It

Ensure that the client ends up paying in full for certain services, even if they start mid-way through the year
James Ashford avatar
Written by James Ashford
Updated over a week ago

"Roadmap" Icon Option

Decide if you want a heart or roadmap icon to display next to services your clients might want to consider.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago