Present clear package choices and invoice the scope the client actually accepted.
1. Prepare the pricing table
Create the proposal and add a Pricing Table from Content. Use one row for each package. Enter the actual package descriptions, prices and tax.
2. Choose one-package pricing
Select the pricing table. In Pricing Table Settings → Client Pricing Choices, choose Choose a Package. Review the recommended package in the table’s item settings if you want a starting selection.
3. Keep add-ons in a separate table
For optional extras, add a separate pricing table and choose Services and Add-Ons. Review which services are required and which are optional. A separate question field does not replace these pricing choices.
4. Test each package
Save and preview. Select each package and the offered extras. Check that required work, tax and the final total match the intended offer.
5. Get the decision and invoice
Review the recipient before sending. After acceptance, use the approved proposal’s Convert to Invoice flow and compare its preview with the accepted package, extras and total before confirming.