A price list is a predefined list of Service prices. You can add two types of price lists:
- Default price list for your company
- Price list specific to each client
Defining price lists helps you speed up the process of creating deals and budgets for a client because you don’t have to think every time how much you should charge clients or dig through a contract to find the exact numbers.
If you created a price list, the numbers will already be shown in the dropdown menu for you to choose from when editing financials on a deal or budget.
Setting up a default price list for your company
To set up a default price list, go to My company.
Switch to the Default prices tab and click on the "+ NEW" button to add a new price list.
Here you define the type of service you're offering and the price of that service.
If you add a price per hour, this same price will be applied to the fixed price and hourly priced budgets, for the same service.
All the services you created a price for will show up on the list.
To edit or delete prices, simply click the on service you want to update and an edit form will pop-out.
The next time you go and create a new deal, your default prices will already be shown in the dropdown menu.
You can do the same for each of your clients in Productive, thus creating custom pricing for all of them.
To do so, first, go to Contacts > Companies.
Select the client you want to create the price list for.
Just like adding a price list for your own company, select the Price list and create a price.
Now the next time you are specifying your prices on a project, click Add from the price list and the client-specific prices will be shown alongside your default prices (if previously set).