Price Factors

📈 Price Factors Overview

Price Factors are percentage-based adjustments you can apply to Materials & Services on a proposal to quickly mark up or discount an item. Instead of manually adjusting a markup value each time, you can save commonly used multipliers—like 10% off or Double Price—and select them from a dropdown during proposal creation.

Price Factors apply only to Materials & Services on proposals (Fee Summary page).

They do not apply to Line Items, Summary Line Items, or materials/services added directly on invoices.

➕ Adding a Price Factor

You can create Price Factors under Price Book settings.

To Add a New Price Factor: 

1. Go to Backend Settings > Price Book > Price Factors
2. Click + New Price Factor
3. Complete the fields:
   • Description – e.g., 10% Discount, Gold, Double Price
   • Factor – enter the numerical multiplier
     • Example:
       • 10% discount → 0.90
       • 10% markup → 1.10
       • Double price → 2.00
   • Level – keep this set to Default (does not impact functionality)

4. Click Save

Once saved, the factor becomes available in your proposal dropdown.

🛠️ Applying Price Factors to a Proposal

You can apply a factor while building your proposal on the Fee Summary page — 🔗 Creating a Proposal.

To Apply a Factor:

1. Create or open a proposal
2. Navigate to Step 2 — Fee Summary
3. Add a Material or Service
4. In the item row, open the Price Factor dropdown
5. Choose the factor you want to apply

When selected, the factor automatically updates the Unit Price based on your multiplier.

💡 Price Factors can only be applied to materials/services—not to line items or summary line items.

🧾 Price Factors & Invoices

• Price Factors cannot be applied when adding materials/services directly on an invoice.
• If the proposal is converted to an invoice, any factors applied during proposal creation carry over, and the invoice price will reflect those adjustments — 🔗 How to Create an Invoice.
• If adjusting pricing directly on an invoice, update the Unit Price manually.

💎 Platinum Accounts: Customer-Specific Pricing

If you're on our Platinum tier, you can use Price Lists to set customer-specific if desired — 🔗 Price Lists.