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Domain name
Budgeting and proposal
Classification
IP Autopilot
1.What does the Proposals tier include?
The Proposals tier gives you access to the full proposal workflow — the dashboard, builder, internal proposal view, sharing via public links, and ex...
2.Do I need an account to build a proposal?
Yes. Building a proposal requires you to be logged in. You will need to create an account or sign in before accessing the proposal builder.
3.Do proposals expire?
Yes. If any price or official government fee changes after a proposal has been issued, the proposal is automatically marked as expired. Both you and y...
4.Can my clients view and approve proposals online?
Yes. You can share proposals with clients via a secure link in public view-only mode. For broader client interaction — including acceptance, rejecti...
5.What add-ons are available with Proposals?
Several add-ons can be enabled on top of the Proposals tier: Tailored Branding (renders proposals and shared links in your own logo, colours, and name...
6.Is Proposals required for other tiers?
Yes. Proposals is the base tier. Benchmarking requires an active Proposals subscription.
7.What does the Budgeting tier include?
The Budgeting tier includes all base proposal features — dashboard, builder, view, sharing, and export — plus budgeting-specific tools: cost track...
8.Does the platform handle client-specific pricing?
Yes. You can configure pricelists per client that override standard pricing, and link these to supplier pricelists where applicable.
9.How are volume discounts applied?
Volume discount tiers can be configured per client and are applied automatically when building proposals.
10.How are taxes handled?
Sales taxes and jurisdiction-specific taxes can be configured per client and are applied automatically to proposals and budget calculations.