Looking for a quick answer? Here’s what this article discusses:
Your fees aren’t one-size-fits-all. Some of your charges are on a timeframe or physical quantity. Other times you need to outline a specific service and nothing else. If that’s true for your business, then we have ways of helping you lay out your charges.
There are 6 different kinds of rows:
These rows have four columns: Title/Description, Price, Quantity, and Subtotal. It’s great for selling specific quantities of a product, or if you have a limited timeframe. For example: 2 months of post-launch service.
Recurring (hourly, monthly, annual) Rows
Recurring fees allow you to set a rate for a specific timeframe (hourly, monthly, or annually). They use 4 columns but are best set with no price or quantity. You can separate these fees from the total as well, so your customer can see your recurring charges at a glance:
Fixed fees have only two columns, allowing more space for your product’s description. It’s great for when you’re only planning on selling one of a thing, or if you’re selling a specific service.
Content rows aren’t fees, but rather blocks of text that live inside the fee table. They let you break your fees into different sections, or provide some extra context.
Table styles set the default row type for each row in your proposal. You can change these at any time, but the style determines what you start out with. You set your table type when you create the table:
Table types come in two styles: 2-column and 4-column.
4-column tables include Mixed, Unit/Quantity, and Hourly/Monthly/Annually types. They have 4 columns:
You set the price per unit and the quantity. We’ll take care of calculating the subtotal. You can also set editable quantities if you’d like your client to decide the quantity themselves.
2-column tables are for fixed-style fees and have two columns:
Tips and Tricks
Need some help figuring out which table and row style to use? Here are some ideas to get you started.
Have a variety of row types?
If your fee catalogue includes a variety of different row types, use a Mixed-style table. That way everything looks right at home together.
Do you only have services?
Stick to a fixed-style table. Fixed-style tables have only two columns, giving you more room to focus on the content.
Looking to explain your recurring subscription rates?
Use hourly/monthly/annual rows, but remove the unit and quantity and rely on the subtotal.