Document Template - Proposals - Pricing
Ready-to-use template built for accountants and bookkeepers — just download and go
How to use this template: look for Proposal - section 2 - Pricing under Settings > Document content > Document templates (category Proposal); your copy’s wording may differ from the text below. If it isn’t in your list, create a new template and paste in the text below (see How to add and customise document templates and Letters of Engagement). [FirmName], [PricingFactors], [Services] and [FeeSummary] are merge fields, so they fill in automatically. [PricingFactors] is a table of the client form fields and values used to calculate the client’s fees, as defined in each service’s Pricing Formula.
How we determine your pricing
At [FirmName], we believe in transparency and fairness when it comes to pricing. We understand that every business is unique, so we tailor our pricing to reflect the specific needs and complexity of the services required.
[PricingFactors]
Pricing that's tailored to you
We believe in complete transparency when it comes to pricing. Below, you'll find a clear breakdown of the fees for the services we’ll provide, along with the payment frequency:
[Services]
[FeeSummary]