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How to Create a Proposal Using Price/Hours?

In this article, you will learn how to create a proposal using price/hours.

Salma Castillo avatar
Written by Salma Castillo
Updated over 2 weeks ago

It Is Not Possible To Directly Create A Proposal Using Price/Hours. However, You Can Achieve The Same Result By Creating A Custom Service Called "Price Per Hour," Assigning An Hourly Rate, And Then Adding It As A Line Item In The Proposal. This Is The Process We Will Show You.

1. Click On "Products / Services"

Click On "Products / Services"


2. Click On "Categories"

Click On "Categories"


3. Click On "Add New Category"

Click On "Add New Category"


4. We Establish Your Name In This Case Price Per Hours

We Establish Your Name In This Case Price Per Hours


5. Here We Create A Category Called "Price Per Hours" And Set The Unit Of Measure As $/h, Which Will Allow Us To Use It Later In The Proposal

Here We Create A Category Called "Price Per Hours" And Set The Unit Of Measure As $/h, Which Will Allow Us To Use It Later In The Proposal


6. And Click On "Save"

And Click On "Save"


7. Click On "Products"

Click On "Products"


8. Click On "Add New Product / Service"

Click On "Add New Product / Service"


9. Click On "Assign Category"

Click On "Assign Category"


10. Click On "Price per Hours"

Click On "Price per Hours"


11. Click On "Save"

Click On "Save"


12. Set The Name For Your Product Or Service, In This Case "Price Per Hour"

Set The Name For Your Product Or Service, In This Case "Price Per Hour"


13. Choose A Type For Your Item

Choose A Type For Your Item


14. You Can Write A Description For Your Service To Clarify How It Will Be Billed

You Can Write A Description For Your Service To Clarify How It Will Be Billed


15. Now Click On Add Price

Now Click On Add Price


16. Set A Price According To What You Want To Charge Per Hour

Set A Price According To What You Want To Charge Per Hour


17. And Click On "Save"

And Click On "Save"


18. Click On "Save" Again

Click On "Save" Again


19. Now Click On "Sales Pipeline"

Now Click On "Sales Pipeline"


20. Click On The Proposal Where You Want To Add The Price Per Hour Service

Click On The Proposal Where You Want To Add The Price Per Hour Service


21. Click On "Add Item"

Click On "Add Item"


22. Select The Service You Just Created (Price Per Hour) To Add It To The Proposal

Select The Service You Just Created (Price Per Hour) To Add It To The Proposal


23. Enter The Quantity, Which Represents The Number Of Hours For This Job

Enter The Quantity, Which Represents The Number Of Hours For This Job


24. And Click On "Save"

And Click On "Save"


25. Now You Can See The Service Displayed In The Line Items With The Calculated Value For The 10 Hours Selected

Now You Can See The Service Displayed In The Line Items With The Calculated Value For The 10 Hours Selected

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.


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