Automatically Adding your Rates to Quotes

Osmosis Support posted this on product-updates

All levels of Osmosis accounts can store pricing information for services or products you sell. For instance, you can specify different service offerings or package levels, or the hourly, daily or monthly rates for different types of work.

Many proposals use standard rate cards, with estimates for the amount of time required.

Osmosis now has an option to automatically add your prices to proposals, so you need only enter the estimated quantity, so that you can create proposals even more rapidly:

To add your own pricing and enable this feature, go to your Osmosis settings panel, and select Proposal settings.

You can add as many prices as you need, and select the option to automatically add prices to new proposals:

Questions or ideas for further improvements? Please contact

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