Adding Pricing Tables to Proposals

In the proposal editor, click the + Add Block button where you want the pricing table to appear (usually after your scope of work section). Select Pricing Table from the block menu.

• You can add multiple pricing tables in a single proposal (e.g., Phase 1 and Phase 2)
• Each pricing table has its own subtotal, taxes, and grand total
• The pricing table block can be moved up or down in the proposal layout like any other block

Click Add Line Item to add the first row. Fill in the service name, description, quantity, unit, and rate. The total for each line is calculated automatically as quantity × rate.

• Name — a short label visible in the proposal (e.g., "Homepage Design")
• Description — additional detail shown below the name when expanded
• Quantity — number of units (hours, pages, items)
• Unit — the unit label (hrs, pages, months, flat fee)
• Rate — the price per unit in your chosen currency
• Drag the handle on the left of each row to reorder line items

Scroll to the bottom of the pricing table to configure taxes and discounts. These appear in the summary section below the line items and are applied to the subtotal automatically.

• Add up to 3 tax rates (e.g., GST 10%, PST 7%) — each is shown as a separate line
• Discounts can be set as a percentage (e.g., 10% early bird) or a fixed amount
• Taxes are applied after discounts by default — toggle to apply before if required
• Currency is set globally in your account settings and applies to all proposals

Mark specific line items as Optional by toggling the Optional switch on each row. When clients view the proposal, optional items show a checkbox they can check or uncheck to include or exclude them from the total.

• Set optional items to be included or excluded by default
• This is ideal for add-on services you want to upsell without pressuring clients
• When a client checks or unchecks an item, the total updates in real time
• You receive a notification when a client modifies their selection

Click Preview to see the pricing table exactly as the client will see it. Test the optional item checkboxes to confirm the total updates correctly. Verify that taxes and discounts are applied in the right order.

• The preview shows subtotal, discount, tax, and grand total in the summary section
• Test both "all optional items included" and "none included" to check the min/max totals
• Return to the editor to make adjustments — all changes save automatically