Digital Agency Tools Docs

Pricing, timeline and terms

Add line items, set a discount and tax, plan the milestones and write your terms. The total is worked out when you save.

The Pricing card with line items, Optional and Task checkboxes, and discount and tax fields
The Pricing card. Optional lines are shown to the client but left out of the total.

How to

  1. Open the proposal and scroll to Pricing.
  2. Click Line to add a row, or choose from Add from a product or package to copy in a product's name and price.
  3. Fill in the description, quantity and unit price for each row.
  4. Set the Discount type, Discount value, Tax rate % and Tax mode.
  5. In Timeline, click Milestone for each stage.
  6. Write your Terms, then click Save proposal.

Line items

Each row has a description, a quantity and a unit price. Two checkboxes change how the row behaves:

  • Optional: the client sees the line marked (optional), but it is not counted in the subtotal or total.
  • Task: when the proposal is accepted, this line becomes a task on the new project.

Remove a row with its × button.

How the total is worked out

subtotal = non-optional lines
net      = subtotal − discount
tax      = on net, at the tax rate
total    = net + tax   (Exclusive)
total    = net         (Inclusive)

Discount and tax

Discount type is None, Percent or Fixed. A percent discount comes off the subtotal. A fixed discount is an amount in the proposal's currency.

Tax mode decides whether your prices already include tax. Choose Exclusive to add tax on top, or Inclusive when your prices already include it. The client sees the tax line labelled with the rate, for example VAT 23% or VAT 23% (included).

Example, Exclusive at 23%

Subtotal   €4,000.00
Discount   −€400.00   (10%)
VAT 23%    €828.00
Total      €4,428.00

Timeline

Each milestone has a name and either a Day # or a fixed date. Day numbers count from the day the proposal is accepted and the project is created, so "Day 14" means two weeks after that. Use a fixed date when a stage must land on a particular day.

The client sees the milestones as a timeline table. When the proposal is accepted, each one becomes a project milestone with a due date.

A typical timeline

Discovery and wireframes   Day 7
Design sign-off            Day 21
Build                      Day 42
Launch                     15 Mar

Terms and validity

Put payment terms, what happens if the scope changes and anything else the client is agreeing to in Terms. It appears at the end of the proposal.

Set Valid until in the Details card if the offer should lapse. A sent or opened proposal becomes expired the day after that date, and the client can no longer accept it.

The preview beside the builder, and the totals at the top of the page, only change when you save. Save often to check the figures.

Related

Still stuck?

Can't find what you're looking for? Send us a message and we'll reply by email.