A price list is is a predefined list of prices. You can add two types of price lists:
1. Default price list for your company
2. Price list specific for 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 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 Contacts tab in the main navigation, switch to Companies and select your company from the list.
Switch to Default prices tab and click on the Create price button.
Here you define a type of service you're offering. It can be a fixed price...
... or an hourly priced service.
All the services you created price for will show up on the list.
To edit or delete prices, just click in the row you want to make changes and an edit form will pop-out.
So, the next time you go and create a new deal, your default prices will already be in the dropdown menu.
Setting up a price list for a specific client
To use this feature, find the client from your contacts for whom you want to set up a price list, open this client details and go to the Price list tab.
To add a price list, click on the Create price button.
If you haven’t set up a default currency for this client before, Productive will ask you to this now. The default currency is the currency you typically invoice this client in.
After setting up a currency, you’re ready to add prices for the client. You can define either fixed…
… or an hourly rate.
You've added some prices but need to make some changes. Click on a price from the list to update the numbers or delete the price completely.