GoProposal Ideas Portal

Variations at service level rather than under each line item

It would be really useful to have variations at service level. My example is for bookkeeping services where naturally all of the line items would be performed at the same frequency and would be of the same complexity (as this depends on client/industry/quality of records). Currently I have to apply these variations to each line item within bookkeeping services which is frustrating both during the build but also during the proposal stage and when amendments required. There is a further argument to have an option of variations at a client level so you can apply a multiple against the whole quote based on say clients' industry or "neediness". Thanks

  • Guest
  • Oct 25 2023
  • We're Taking A Look At This
  • Attach files