When creating proposals for clients, you can now use a new "Fixed Price (No Pricing)" materials section option that keeps your pricing information private while still presenting professional quotes.
Key Benefits
- Keep detailed pricing information confidential from clients and competitors
- Present clean, simplified materials sections without revealing cost breakdowns
- Maintain professional appearance while protecting your pricing strategy
- Prevent clients from using your detailed pricing to shop around with competitors
How It Works
The "Fixed Price (No Pricing)" option is a new materials section type that displays only the item name. Both individual item pricing and quantity information are hidden from the client's view, showing only what materials or services are included.
How to Use
- Open a job with Quote status and click "Proposal" in the job actions menu
- Click the plus (+) button to add a new Materials Section
- Select "Fixed Price (No Pricing)" as the section type
- Search and add your items as usual - clients will see only the item names
- The section will display a total cost without showing individual pricing or quantities
Note: This option is not compatible with multiple choice materials sections. Use this when you want to present a clean, simplified view of what's included without revealing detailed cost breakdowns.
