Fee Types

Proposify supports the following fee types when creating a table:

  • Fixed
  • Unit/Quantity
  • Monthly
  • Annual
  • Hourly
  • Mixed

Fixed

Fixed fee tables are the simplest type of fee to use. They only use two columns - Description and Price. You can alter the heading text to be whatever you need.

Unit/Quantity

 Unit/Quantity fees have 4 columns (Description, Unit, Qty and Subtotal) although you can alter the heading text to be whatever you need, or even delete it altogether.

This fee type is best for selling products, especially where the client is expected to buy multiple units.

You can make any of the fees in this table optional for clients to choose and/or editable quantity, so clients can select how many units they want to purchase.

Monthly

Monthly fees have 4 columns (Description, Unit, Months and Subtotal) although you can alter the heading text to be whatever you need, or even delete it altogether.

You can choose to add a total to the amount of months (eg: 6 months) or leave it blank to imply ongoing monthly fees. If you don't want there to be a "months" column it's best to simply use a fixed fee table with two columns and alter the header to say "Cost per month" or use a mixed table (see below)

You can make any of the fees in this table optional for clients to choose and/or editable quantity, so clients can select how many months they want to purchase.

 

Annual

Annual fees have 4 columns (Description, Unit, Years and Subtotal) although you can alter the heading text to be whatever you need, or even delete it altogether.

You can choose to add a total to the amount of years (eg: 2 years) or leave it blank to imply ongoing annual fees. If you don't want there to be a "years" column it's best to simply use a fixed fee table with two columns and alter the header to say "Cost per year" or use a mixed table (see below)

You can make any of the fees in this table optional for clients to choose and/or editable quantity, so clients can select how many years they want to purchase.

Hourly

Hourly fee tables have 4 columns (Description, Unit, Hours and Subtotal) although you can alter the heading text to be whatever you need, or even delete it altogether.

You can make any of the fees in this table optional for clients to choose and/or editable quantity, so clients can select how many hours they want to purchase.

Mixed

Mixed tables are the most complex types of pricing tables as they include different types of fees. If you want a pricing table that includes any variety of fixed, hourly, monthly, annual or unit/quantity then choose a mixed table.

Mixed fee tables always include four columns - Title/Description, Price, Quantity and Subtotal, although you can alter the names of the columns or even delete the labels entirely.

When you click on the + button to add a new row to your table it will first ask you which type of fee you want to add.

Here is an example of a mixed fee table with all of the different kinds of fees added to them:

You can have some fees include a quantity and others not. You can have some fees allow the clients to adjust the quantity, and make other fees optional. Mix and match in any way that's appropriate for your needs!

Looking to make tiered plan pricing? Learn how to do it here.