When you create a proposal and open it in the editor you will be taken initially to the pricing section. The pricing section is a little special and helps you display all your pricing details in a nice tabular format. You can have one pricing table or several,Â depending on your needs.
You can add price lineÂ items in two ways; either by adding custom pricing or by dragging existing products from your product library on the right. Â You can also reorder the pricing line items by draging them to new positions.
As new products are added into the pricing table, the totals are automatically re-calculated, anyÂ appropriate tax will be added and any discounts or markups, dynamically applied.
Once added you can make manual adjustments as needed; adjust the price, increase/decrease the quantity, switch the displaying of columns/rows on/off.
A couple of special configuration settings are:
- One-off : this columns allows you to change a product from a fixed price item to an on-going termÂ based price. A fixed price or "one-off"Â price is when you purchase something outright, say for example Â you're buying an office chair - this could be purchase outright at a one-off price of $100 for example. However that say office chair could be leased or rented on a monthly basis over a 12 month period. For this scenario you would untick the "One-off" box and then enter 12 in the term column.
- Term: The term column can not only set monthly contract based pricing but also other periods. You can select from the drop-down and see a variety of other periods such as daily, weekly quarterly etc.
Add Sub-headings to Pricing Items
To split the pricing table up into logical groups use the "Add Sub-heading" button at the top of the screen, this will allow you to organize your price lineÂ items under different headings.