It is easy to set up your products and services in your Better Proposals account.
This saves you time and effort when writing documents, with your products set up it takes mere seconds to select the right ones and add them in.

To do this, simply click 'Settings' in the sidebar menu.

Once you're in the Settings section, click ‘Products and Services’ under the ‘Admin’ category.

When you first sign up, you’ll see a few examples we’ve added for you based on your industry. You will also have had the opportunity to add some of your own during the setup process. 

To add more, just click the ‘Create New Product’ button in the top right.

Type in the name of the product and enter the default description. These defaults will be pulled into your pricing tables to save you filling in the details each time. You can't change the name of the product on each document so keep these generic and add the detail in the description, which you can change each time.

You will need to tell the system how you charge for this product. You have 4 options:

If you have a product that has a monthly charge as well as a one off cost, just add it twice. It's clearer for your client.
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Although you can choose later if it's an optional product, these are just default settings so you could add all the products that you could sell as an optional product.
It gives you more chance to upsell to your client. When you're done, click 'Save Changes' at the bottom.

As a Premium or Enterprise customer, you can access the Company Report. If you set up your products and services, you can see how much of your revenue is produced by which ones. This allows you to make intelligent marketing decisions.