Tailoring your proposal to your client is a good idea. There are some parts that can get tedious, though, especially when it comes to service fees. No matter the business, there are some charges that apply to almost everyone. Re-entering those can get redundant. If you have fees that you use often or need to keep consistent, take a look at our fee library feature.

The fee library is a quick way to store, maintain, and reuse frequently-used fees in your fee tables. It allows you to save, import, or build fees and push them in batches to your proposals' fee tables.

HEADS UP! If you're a user on a Grande or above plan, your administrator may not allow you to use this feature. Check your permissions and talk to your administrator if you need access.

There are three different ways to add fees to your fee library:

Saving Fees From the Editor

You can import a fee from the Editor by reaching the row properties section of the right-hand menu.

To get to your row settings, click a row inside a selected table. This will move from fee table properties to fee row properties:

From there, expand the fee library actions menu:

Once that menu is expanded, click copy to fee library:

When the import is complete, you'll see a notification pop up at the top of your page:

Saving Fees From the Content Library

To add a fee to your fee library from the fee library, click the green +fee button:

Once clicked, an editor will appear allowing you to build out your fee:

Fill out the details, tag it, select where it's stored, then click the green save button at the bottom. Once saved, you'll see a message at the top of the page confirming creation was successful and where you can find it.

Saving Fees From a CSV File

If you've created a database of fees in CSV format, you can import that file to Proposify. This will add all those fees to your content library in one batch.

To import fees from a CSV, you'll first need to reach the fee library.

To reach the fee library, click on content library from the left-hand menu:

From there, select the fees tab.

Once you've entered the fee library, click the import button found at the right of the page:

A menu will appear asking you to import a file:

You can drag and drop the CSV file from your desktop, or click the click here to upload link to open your operating system's file manager. You can also download a sample CSV file if you'd like to see an example structure.

Once we upload the file, you'll need to map the columns in the file to our system:

Name and price are required, but the rest are optional if they don't apply to your fee database. You can opt-out of optional fields by choosing "select a column" from the dropdown.

Once you've mapped your columns, click the import fees button at the bottom of the options list:

HEADS UP! Depending on the size of your list, and how complicated it is, it may take some time for these to import. Give it a while to process before refreshing the page or starting over.

Once the import is complete, you'll receive a confirmation message:

Importing Fees To A Table

Once you've got a fleshed-out fee library, you can import those fees in your proposal or template. You can import fees from the row properties menu.

To get to your row settings, click a row inside a selected table. This will move from fee table properties to fee row properties:

From there, click the fee library actions menu to expand it:

From that menu, click import fees.

Once clicked, you'll see your fee library appear to the left:

Select the fees you would like to include by clicking the checkbox next to each item. You can search through your entire fee library using the search box, or filter by tag. Once you've selected all the fees you would like to include, click "add to table". Here's a GIF to illustrate:

We'll add all of the fees you've chosen right to the table.

HEADS UP! Be careful with how many fees you're adding to a table if it's stand-alone. It could run over the page. If you added the table to a page flow textbox, we'll create a new page from the run-off.

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