Add Services Pricnig
Adding Services and Pricing to Proposals
Summary: Learn how to add professional services, set competitive pricing, and structure payment terms in your growlio proposals.
Overview
Services and pricing are the heart of any proposal. growlio makes it easy to add detailed service descriptions, set clear pricing, offer options, and structure payment terms that work for both you and your clients. This guide shows you how to build comprehensive, professional service and pricing sections that win deals.
Prerequisites
- Active growlio account
- Started proposal creation
- Understanding of your service offerings
- Determined pricing structure
How to Add Services and Pricing
Step 1: Navigate to Proposal Builder
Open an existing proposal draft or create a new one by going to Business > Proposals > Create New. The proposal builder opens with multiple sections to complete.
Step 2: Locate Services Section
Scroll to the "Services" or "Pricing" section of the proposal builder. This is typically after client information and before terms and conditions.
Tip: Complete client information and proposal details before adding services for better context.
Step 3: Click Add Service Item
Click the "Add Service" or "+ Add Item" button to create your first service line item. A new row appears for entering service details.
Step 4: Enter Service Name
Type a clear, descriptive name for the service in the "Service" or "Description" field. Use terminology your client will understand, not internal jargon.
Tip: Use benefit-focused descriptions like "Website Design & Development" rather than technical names.
Step 5: Add Detailed Description
Expand the service item and add a comprehensive description explaining what's included, deliverables, timeline, and any important specifications.
Step 6: Set Service Price
Enter the price for this service in the "Price" field. growlio automatically formats currency based on your organization settings. Choose between one-time or recurring pricing if available.
Tip: Break down large projects into multiple service items for transparency and easier comparison.
Step 7: Configure Quantity (If Applicable)
For services billed by unit (hours, licenses, items), set the quantity. growlio calculates the total automatically by multiplying price × quantity.
Step 8: Add Multiple Service Items
Repeat steps 3-7 to add all services included in your proposal. Build a complete picture of everything you'll provide to the client.
Step 9: Create Service Packages (Optional)
If you offer tiered options (Basic, Professional, Enterprise), create separate service packages. Clients can choose the package that fits their needs and budget.
Tip: Packages help clients self-select the right solution and often increase average deal size.
Step 10: Configure Payment Terms
Below the services section, set payment terms: full payment upfront, installments, milestone-based, or recurring. Specify due dates and amounts for each payment.
Step 11: Add Discounts or Fees (Optional)
Include any applicable discounts, taxes, or fees. growlio automatically recalculates the total based on these adjustments.
Step 12: Review Total Pricing
Check the automatically calculated subtotal, taxes (if applicable), discounts, and final total. Ensure all numbers are correct before sending to the client.
Tips & Best Practices
- Use clear, client-friendly language in service descriptions
- Break complex services into understandable line items
- Include deliverables and timelines in descriptions
- Price competitively based on market research and your value
- Offer multiple package options to increase conversion rates
- Be transparent about what's included and what's additional
- Use consistent formatting across all service descriptions
- Consider psychological pricing ($997 instead of $1000)
- Add contingencies for scope changes
- Clearly specify payment terms and due dates
- Include taxes and fees upfront to avoid surprises
- Save common services as templates for faster proposal creation
Troubleshooting
Issue: Can't add more service items
Solution: Check if you've reached a plan limit on proposal line items. Remove unnecessary items or upgrade your plan. Ensure you're clicking the correct "Add Service" button for new items.
Issue: Pricing calculations seem wrong
Solution: Verify quantity and price values for each service. Check if taxes or discounts are applied correctly. Ensure currency format matches your settings. Refresh the page and recalculate.
Issue: Service descriptions won't save
Solution: Keep descriptions under character limits (usually 1000-2000 characters). Remove special formatting that might cause issues. Save frequently while adding services. Check your internet connection.
Issue: Can't create service packages
Solution: Package options may be available only on higher-tier plans. Check your subscription level. If packages aren't available, create separate proposals for different options instead.
Issue: Totals don't match when proposal is viewed
Solution: Ensure you saved changes after modifying prices. Check that the proposal preview is loading the latest version. Currency conversion issues may occur if viewing in different locales.