Configuring Price Quotes in Proposaly

Introduction

What This Article Covers

In this guide, we'll walk you through configuring price quotes in Proposaly, including defining single and multi-item details, applying volume pricing, managing discounts, taxes, and total job pricing, as well as using bulk import for quote items.

Who This is For

This article is for sales professionals, project managers, and business owners who need to generate detailed and accurate price quotes within Proposaly.

Why It’s Useful

Customizing price quotes ensures clarity for customers, helps you maximize profitability, and streamlines the quoting process for your team.

Table of Contents

1. Defining Single Items vs. Multi-Item Details
2. Volume Pricing and Unit Types
3. Managing Discounts, Taxes, and Total Job Price
4. Bulk Importing Quote Items

1. Defining Single Items vs. Multi-Item Details

When adding an item to a quote, you can choose to define it as a Single Item or use the Multi-Item selection tool. This does not change the overall quote structure but simply determines how you enter the item details.

Adding a Single Item to a Price Quote

1. Open a proposal
2. select 'Price quote' in the top right menu
3. Click + Item and select Single Item.
4. Enter details such as the item title, description, unit type, quantity, and unit price.

5. Choose between Unit Price or Volume Pricing. For Volume Pricing, enter the data according to the required format.

   Unit Price = a fixed price per item, no matter how many are bought.

   Volume Pricing = different pricing tiers based on quantity ranges.

6. Click Save to add the item to your quote.

Adding Multiple Items at Once

1. Click + Item and select Bulk Import.
2. Click the green icon to open the Google Sheet add-on template.
3. Enter multiple items, including title, description, unit type, quantity, and price.
4. The items will automatically display in the selector.
5. Choose the items you want and click Add Selected Items.

2. Volume Pricing and Unit Types

Setting Up Volume Pricing

1. When adding an item, select the Volume Pricing option.
2. Enter tiered pricing based on quantity thresholds using the following format:
   • 1-10:29.99,20-30:24.99,31+:19.99
   • This means:
     • Quantity 1-10 costs $29.99 per unit
     • Quantity 20-30 costs $24.99 per unit
     • Quantity 31 or more costs $19.99 per unit
3. Proposaly will automatically adjust the pricing based on the selected quantity.

Selecting Unit Types

• Choose from standard units like each, ft, sqm, lbs, hours, etc.
• Ensure your pricing corresponds with the selected unit for consistency and clarity.
• If a custom unit is needed, go to Settings > Pricing Units to define it.

3. Managing Discounts, Taxes, and Total Job Price

Applying Discounts

1. Within the quote editor, locate the Discounts section.
2. Choose between percentage-based or fixed amount discounts.
3. Apply the discount to individual line items or the total quote.

Adding Taxes

1. Enable tax calculation in Settings > Taxes.
2. Define tax rates based on region or item category.
3. Taxes will automatically be calculated based on predefined settings.

Calculating Total Job Price

• The total job price reflects all itemized costs, discounts, and taxes.
• Ensure all necessary adjustments (volume pricing, discounts, etc.) are factored into the final quote.
• Save and preview the final amount before sending the quote to your client.

Conclusion

By following these steps, you can efficiently configure price quotes in Proposaly, ensuring accurate pricing, clear breakdowns, and professional presentations. The bulk import feature streamlines the process of adding multiple items quickly. For further assistance, visit our Help Center or contact support.

Additional Resources

• Configuring Price Quotes in Proposaly
• Payment Terms & Schedules in Proposaly