Level 2 Setup: Add Your Pricing

Get Set Up in 2-4 Hours

Use this setup when you want itemized quotes driven by your own product and service pricing.

Who This Is For

Level 2 is a fit if you:

• Maintain a real product/service price book
• Need consistent team pricing across projects
• Want faster quote generation with reusable item data

Level 2 Checklist

1. Complete Level 1 First

Before Level 2, finish your basic foundation (branding, layouts, templates, eSigning).

2. Configure Product List (Default Pricing)

1. Go to Configuration > Settings > Products & Pricing.
2. Open Product List (default pricing).
3. Add your core products/services or import via Excel.

Read:

• Product List Overview
• Manage Product List Items
• Pricing Methods
• Import and Export Product List

3. Create Additional Price Lists (Optional)

If you need multiple pricing strategies, create additional price lists.

Read:

• Additional Price Lists

4. Configure Tax Settings

Set required/optional taxes used by quoting and invoicing workflows.

Read:

• Taxes

5. Validate in a Real Quote

Create a test project and quote, then confirm:

• Item selection works
• Prices calculate correctly
• Tax behavior matches expectations

Result

After Level 2, your team can build accurate, itemized quotes using a shared pricing system instead of manual entry.