Use a pricing table for amounts and keep optional choices clear to the client.
1. Open the proposal
Go to Proposals → My Proposals and open the intended editable draft. Confirm the customer and proposal name.
2. Add the pricing table
Open Content → Pricing Table and place it on the intended page. Add the real products, services, or package options.
3. Review the amounts
Check the currency, quantities, rates, taxes, discounts, and each table’s total. State whether each price is one-time or recurring in the offer’s terms.
4. Choose client options
Allow quantity changes, removal, or package choices only for the intended optional lines. Keep required work fixed.
5. Test the client’s selection
Save and preview. Try each option and compare the resulting total with the agreed pricing. Remove all unsupported example prices before sending.