Adding Services and Products to Packages

Services and products are the line items within your pricing packages—the actual work or goods you’re offering. Adding them to packages creates itemized pricing that clients can review, and the totals calculate automatically based on quantities, prices, discounts, and taxes.

Services vs. Products

Services:
Work you perform—consulting, design, development, marketing, etc. Services typically have hourly or flat rates.

Products:
Physical or digital goods you sell—licenses, hardware, stock photos, etc. Products have unit prices and can include discounts and taxes.

Both appear as line items in your packages, and you can mix them within the same package.

Adding Services to a Package

[Screenshot: Package edit view with Add Service button]

Open the package in edit mode
Click Add Service or Add Service Item
Select a service from your service catalog
Set the quantity
The price calculates automatically based on your service rate

Service Details

When you add a service, it shows:

Service name: From your service catalog
Quantity: How many units (hours, days, projects, etc.)
Rate: Price per unit from your service definition
Subtotal: Quantity × Rate

Example:
Service: “Web Design”
Quantity: 40 hours
Rate: $100/hour
Subtotal: $4,000

Adding Products to a Package

[Screenshot: Package edit view with Add Product button]

Open the package in edit mode
Click Add Product
Select a product from your product catalog
Configure the product line item

Product Configuration

[Screenshot: Product line item with all configurable fields]

Products have more options than services:

Quantity:
How many units of this product.

Unit Type:
What you’re counting (licenses, devices, hours, etc.). This is usually predefined with the product.

Unit Price:
Price per unit. May come from your product catalog or be customizable.

Discount:
Optional reduction in price:

Percentage: 10% off
Fixed amount: $50 off

Tax Rate:
If your product is taxable, select the applicable tax rate. This adds to the final price.

Product Calculation

Products calculate more elaborately than services:

Quantity × Unit Price = Subtotal
Subtotal - Discount = Discounted Subtotal
Discounted Subtotal + (Discounted Subtotal × Tax Rate) = Total

All calculations happen automatically.

Managing Your Service and Product Catalog

Before adding services or products to proposals, you need to create them in your catalog.

To create services:
Navigate to Settings → Services (or your service management area)

To create products:
Navigate to Settings → Products (or your product management area)

Once created, they’ll appear in the dropdown when you add items to packages.

Can’t find what you need? You may need to create the service or product first, then return to edit your proposal.

Editing Line Items

[Screenshot: Line item with edit controls]

To modify a service or product in a package:

Click the edit button or icon on the line item
Change quantity, pricing, discounts, or tax rates
Save the changes
The package total updates automatically

Removing Line Items

To delete a service or product from a package:

Find the line item you want to remove
Click the delete or remove button
Confirm if prompted
The item disappears and the package total recalculates

Reordering Line Items

[Screenshot: Line items with drag handles for reordering]

Control the order services and products appear:

Drag the line item using its handle
Drop it in the new position
The order updates in the package display

Common ordering:

Most important services first
Primary products before add-ons
Group related items together

Quantities and Pricing Strategy

Fixed Price Packages

Use quantity of “1” with a high unit price:

Service: “Website Design,” Quantity: 1, Rate: $5,000

Itemized/Hourly

Show the breakdown:

Service: “Consulting,” Quantity: 20, Rate: $150/hour

Product Bundles

Include multiple units:

Product: “Software License,” Quantity: 5, Price: $299 each

Choose the style that makes sense for your business and builds trust with clients.

Discounts and Special Pricing

[Screenshot: Product line item with discount field showing percentage and fixed options]

Use discounts to:

Show early bird pricing
Highlight special offers
Display volume discounts
Provide incentives

Percentage discounts are relative and adjust if you change the base price.
Fixed discounts are absolute dollar amounts.

Transparency tip: When offering discounts, consider showing the original price with the discount applied so clients see the value.

Tax Configuration

[Screenshot: Tax rate selector on product line item]

Taxes apply to products (not services in most cases, depending on your locale).

To apply tax:

Edit the product line item
Select the appropriate tax rate from the dropdown
Tax calculates as a percentage of the discounted subtotal
The grand total includes the tax

Multiple tax rates? Add separate product line items if different tax rates apply.

Automatic Calculations

Package totals are always calculated automatically:

Change a quantity → Total updates
Apply a discount → Total updates
Add a tax → Total updates
Add/remove items → Total updates

You never need to manually calculate totals.

Package Comparison

[Screenshot: Multiple packages side-by-side showing different line items]

When you have multiple packages, vary the services and products to differentiate them:

Basic Package:

10 hours consulting
Basic software license

Professional Package:

20 hours consulting
Professional software license
Priority support product

Enterprise Package:

40 hours consulting
Enterprise software license
Priority support product
Additional training service

Clients see the differences clearly and can choose based on value.

Best Practices

✅ Be specific: “20 hours of web design” is clearer than “design work”

✅ Use catalog items: Don’t create one-off services or products in proposals. Add them to your catalog first for consistency.

✅ Show value, not just cost: Clients need to understand what they’re getting for the price.

✅ Group related items: Keep similar services or products together within a package.

✅ Keep quantities realistic: If you bill by the hour, estimate conservatively or note that hours are approximate.

✅ Update catalog rates regularly: Service rates and product prices in your catalog should reflect current pricing.

Common Questions

Can I add custom line items not in my catalog?
This depends on your system. Most require catalog items for consistency, but some allow custom entries in proposals.

What if my service rate changes after I add it to a proposal?
The proposal uses the rate at the time you added it. Changing your catalog doesn’t update existing proposals.

Can I have different prices for the same service in different packages?
Usually, services use catalog rates. To show different pricing, adjust quantities or use discounts on products.

Do clients see quantities and rates, or just totals?
Clients see the full breakdown—service names, quantities, rates, and totals. This builds transparency.

Can I hide certain line items from clients?
No. All services and products in a package are visible. Don’t add anything you don’t want clients to see.

What happens if I add a taxable product but forget to select a tax rate?
The product won’t include tax, and you’ll under-bill. Always verify tax settings before sending.