Use Tiered Pricing Packages in Proposal, Template

Modified on Thu, 3 Nov, 2022 at 2:19 PM

Note: This feature is available in the Business plan. Kindly upgrade your current plan to Business plan to use this feature.

How to access it: Proposal/ Templates List > Open Editor > Tiered Pricing

There are two ways to create new tiered pricing packages.

Use tiered pricing Packages in Proposal/ Template/ Sections

As you edit proposal/ template or section, you can see a list of content blocks. For pricing tiers, you will see a new block added to this list, as shown below. Clicking on the tiered pricing content block icon, you will see the list of pricing tiers available.

Step 1: View existing pricing tiers available.

You will see a list of system provided tiered pricing as well as the one you have created. You can click on the preview (eye) icon to preview it. It leads to a popup which shows what pricing details are included in it, how it looks, etc.

Step 2: Preview pricing tier

Clicking on the eye (preview), icon will open the tiered pricing in a popup as shown below.

Step 3: Click/ drag-drop pricing tiers to desired proposal/template page

Remember, if any given tiered pricing table is 'Not Complete' such that it can not be used in a proposal, can not be included / added in the editor. Such incomplete tiered pricing packages are grouped separately and can not be clicked/drag-dropped to proposal pages.

Step 3: Customize Design of the pricing tier.

Currently you can customize the design /look and feel of the pricing tier for a given proposal or editor. It does not affect style/design of the same pricing tier in content library. The options to change color, display styles of tiered pricing is available on the right side properties panel (same way it is available for other content blocks).

Step 4: Update pricing tier.

To update tiers e.g. names, price, features, you can click on the Edit Package button on the right side as shown below.

Step 5: Update pricing tier.

You can also change the size of tiers pricing package (as a whole) when you drag-drop it on the page. Use the zoom slider to adjust the width/height of the pricing tier package on the page.