GoProposal

Pricing settings control key elements in your proposals. Configuring these ensures GoProposal calculate fees accurately and align with your pricing strategy.

How to configure pricing settings

You can highlight services for future consideration by using an icon in proposals. GoProposal lets you choose between a heart icon or a roadmap icon for this feature.

Change the roadmap icon

You can build one proposal with services for multiple clients with the Multiple Entities feature in GoProposal, each with its own scope. This saves time, avoiding separate proposals for clients…

How to create a proposal for multiple companies

Learn how to enable and apply annualised costs in GoProposal proposals, including optional discounts or price increases.

How to annualise costs in proposals

If you aren't VAT registered or have clients where tax doesn't apply, you can manage tax rates in GoProposal. You can add multiple tax rates, set a default, and apply…

How to manage tax in proposals

Learn how to change the default currency in GoProposal so you can price services in GBP, USD, AUD, ZAR, and more.

How to change the currency used in GoProposal

Learn how to turn price rounding on or off in GoProposal. This lets the system round your fees to the nearest whole currency amount.

How to turn price rounding on or off

Learn how to control whether fees in GoProposal proposals show as a total only or as a full breakdown.

How to change the way fees are displayed in proposals

Learn what second revenue style ranges are and how to set them up in GoProposal for flexible pricing.

What are second revenue style ranges?

Discover how to update annual revenue ranges in GoProposal and use them for pricing services.

How to edit your annual revenue ranges

Learn how to enable and configure section subtotals in GoProposal so you can display total fees per section instead of individual service breakdowns.

How to display fees as a section total in your proposal

Learn how to control whether service fees appear in the Roadmap section of GoProposal proposals.

How to hide service fees in the Roadmap section of proposals

Learn how to set a default minimum monthly fee in GoProposal and adjust it for individual proposal templates.

How to set or change the minimum monthly fee in proposals

Understand how to change the Alignment Fee description in GoProposal and manage which services and proposals it applies to.

How to edit the Alignment Fee description and control its application

Some services require 12 months of work regardless of when you start. The GoProposal alignment fee ensures you recover costs for these services when onboarding clients mid-year.

Configure the alignment fee

The GoProposal Multiple Entities feature allows you to include several companies or individuals in a single proposal. To use this feature, you must enable it in your settings.

How to enable Multiple Entities

Understand common reasons for pricing discrepancies in GoProposal proposals and how to identify and correct them.

Resolving pricing discrepancies in proposals

Russell Henderson

Jack Choppin

Support

Configure certain settings which contribute to the prices you charge.

Pricing tool setup

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

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