Your packages and add-ons are the foundation of your proposal builder. Setting them up in Templates means they're ready to drop into any proposal without having to recreate them from scratch every time. This guide walks you through how to create and configure both.
📌 Note: Packages and add-ons created here are your reusable templates. If you ever need to make one-off adjustments for a specific client, you can do that directly inside the proposal builder without affecting your master templates.
Part 1: Creating a Package
Navigate to Templates from the main menu. You'll see Packages listed first. Click the New button in the top right corner and select Package from the dropdown.
Step 1: Name Your Package
Give your package a name. You can also click the colored icon next to the package name to assign a custom color — this makes it easier to distinguish between packages at a glance.
Step 2: Add an Overview
The Overview tab is where you'll add a description for your package. This description will be displayed on your proposals, so keep it concise but descriptive enough that a client can quickly understand what the package includes and whether it's right for them.
You can also add tags to your package here. Tags are specific to packages and proposals and can be used however works best for you — for example, to track deliverable types, service styles (full service vs. intensive), or the type of design work involved (branding, web, packaging). As you start booking packages over time, tags will help you identify which services are being selected most often.
Step 3: Add Your Service Items
The Service Items tab is where you'll list everything that's included in this package.
Click Add Item for each deliverable and fill in the following:
Name — the deliverable name (e.g. "Brand Strategy Session", "Logo Design")
Description — optional but useful for breaking down what's included. For example, if you're offering brand identity design, your description might note that it includes a strategy call, 1 primary logo, 1 secondary logo, colors and fonts
Unit Price — the price for that deliverable
Quantity — how many units are included
Charge Tax — check this if tax should be applied to this item. Tax will be calculated based on your default tax rate in Workspace Settings
On the right side of the screen, you'll see a running subtotal, total tax, and estimated package total update as you add items.
💡 Pro tip: Click the three dots to the right of any item to quickly duplicate it or delete it.
Step 4: Add Contract Terms
The Contract Terms tab is where you can add any package-specific clauses you want automatically included in your contract when this package is selected by a client.
For example, if you're offering a website package, you might add a clause stating that the client is responsible for providing their own website copy. Whatever is relevant to this specific service and what you want covered in your contract, add it here.
📌 Note: These terms are pulled into your contract via the Package Clause block in the contract editor. Make sure you've added that block to your contract template so these terms populate correctly.
Step 5: Connect a Task Template
The Task Template tab allows you to connect one of your existing task templates to this package. This means that if a client books this package, those tasks will be instantly populated inside their project — with due dates automatically scheduled based on the project's start date.
Add your estimated timeline for this package
Import the task template you want to connect
💡 Pro tip: This is one of the most powerful parts of the package setup. Combined with a solid task template, it means that the moment a client books, your entire project workflow is ready to go without any manual setup.
📌 Note: Task templates are created separately under Templates. If you haven't set yours up yet, check out our guide on Creating Project Task Templates before completing this step.
Step 6: Save Your Package
Once all tabs are filled out, save your package. It will now appear in your Templates library and be available to add to any proposal.
Part 2: Creating an Add-On
Add-ons are smaller, one-off deliverables that clients can optionally select when reviewing a proposal. They're simpler to set up than packages and appear as a pop-up when you click New → Add-On from the Templates page.
Step 1: Name Your Add-On
Give your add-on a name and a brief description. Keep the description short — add-ons are displayed differently in proposals than packages and don't have as much space for lengthy text.
Step 2: Add a Contract Clause
If this add-on requires any specific terms in your contract, you can add a clause here. Just like package terms, this will be pulled into your contract automatically via the Package Clause block if the client selects this add-on.
Step 3: Set Pricing
Fill in the following:
Price — the cost of the add-on
Quantity — the default number of units
Charge Tax — check this if tax should apply
Step 4: Set Quantity Controls
This is an important setting that controls how clients interact with the add-on inside a proposal.
Quantity enabled — the client will see a quantity selector in the proposal, allowing them to add multiple units. For example, if you offer social media templates as an add-on, a client could select a quantity of four if they want four different templates.
Disable quantity — the client can only add one unit of this add-on to their project. Use this for add-ons where multiple units don't make sense.
Step 5: Save Your Add-On
Click Save and your add-on will be added to your Templates library, ready to include in any proposal.
What's Next?
Now that your packages and add-ons are set up, you're ready to start building proposals! Check out our guide on Creating a Proposal to see how these templates come together into a client-facing proposal experience.