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Create a Custom Rate Card
Create a Custom Rate Card

Learn how to create a rate card for a client

Stjepan Šandor avatar
Written by Stjepan Šandor
Updated over a week ago

You can have a predefined rate card just for a specific client. To create a rate card, go to Contacts > Companies and find the company you need from the list or click on the "+" sign to add a new company.

When you select a company, click the tab Rate cards.

Click the + Rate card to add custom rates for this specific client. 

Next time you are creating a budget, you'll be able to add rates from this list by clicking on the New from rate card button

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