How do I create a tiered plan pricing?

Updated a month ago ​by Nick Gaston

In Proposify there's isn't a specific tiered pricing table or fee, but there is a "hack" to make it work.

Let's say you have three plans that offer small, medium, or large services and you want your client to select one. Here's how to create a tiered pricing table:

Step one

Create a standalone pricing table set to "fixed" fee type:

Step two

Once the table is created, edit the header text, description, and price similar to what's seen here, and reduce the margins to a narrow width. 

Set the fee type to optional so there's a check box for the client to select it.

Step three 

Once you have your first tiered price set up the way you want, select the table, then copy (command/control + C) and paste (command/control + V) to duplicate the table. 

Change the values as needed, and repeat until there's multiple pricing tables, sized and positioned to your liking. 

You can pre-select a tier so it defaults to chosen when your client views the proposal. Since the fees are set to optional they can uncheck a tier and select another one. 

You can also output the total above or below the tiers using the {total} variable. This clarifies which option the client has selected, and what they'll pay per month/year/quarter.

Also see:


How did we do?