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Pricing Option Advanced Settings

When setting up pricing options for a service plan, there are multiple options you can specify for a given line item.

To find these options:

  1. Go to your Service Plan

  2. Select a Pricing Option

  3. Scroll down and expand the Advanced Settings section

The Pricing Option Advanced Settings section is within the Pricing Option, underneath the pricing and apply taxes button. Expand to see all available options.

⏱️ Add Estimated Time Calculation

Based on the type of pricing you are using, you can estimate how long the service will take overall (Flat Rate pricing types) or by the unit interval (Dynamic Range or Per Unit pricing types).

Important Note: This is an internal field only, the customer does not see this.

💡 Display Pricing Prompt and value in Additional Details

When enabled, underneath the pricing section on the proposal, the customer will see the pricing prompt and value entered.

Proposal view of the Additional Details section underneath the pricing where customers can view the pricing prompt and value

‼️ Notice Banner

Adds a banner at the top of the proposal boxed in with a heavy black line.

Commonly used for Compliance.

The Notice Banner appears at the top of the proposal, boxed in with a heavy black line.

Important Note: Banners stack in priority order: pricing option (this one), then service plan, then proposal template. When multiple banners share the same text, only the highest-priority one is shown, so identical content never repeats.

❓ Conditional

See Pricing Option Conditional Logic

✍️ Require Drawing

When enabled, the team member creating the proposal is required to complete a drawing before the proposal can be previewed and/or sent.

🔏 Require Drawing Signature

When enabled, the customer is required to sign the drawing before the proposal can be accepted.

🛒 Products

For further clarification about which product(s) will be used for the service, choose from the multi-select list.

Products section in Pricing Option Advanced Settings expanded showing available options

Tip: Products can be managed within Settings > Custom Settings > Products

🎦 Video

Add the URL, upload your own file, or select from the Media Hub. Customers can watch the video from the pricing option on the proposal.

Proposal view of a pricing option with the Video Icon that customers can click to watch.

🖇️ Attached PDFs

Upload, drop, or select PDFs from the Media Hub that should automatically attach to the proposal when this line item is selected.

Common Examples: Prep Sheet, Consumer Information Sheet, Additional Product/Informational Sheets, etc.

Tip: Go to Media Hub > Documents > Include Global Files (select the checkbox) to see the 200+ options we have pre-loaded into the system!

📋 Forms

You must already have forms set up in your account to attach them here.

To add forms to your account:

  • See Media Hub > Forms to include a ready-to-use form we have pre-loaded in the system, or:

  • See Forms to create your own form (with or without mapping to a PDF)

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