To Create custom Packages and Custom Pricing, follow these steps.
Go to "Set Up"
Click on " Pricing Customization"
Go to " Firm Pricing"
On the firm's pricing page, you'll find the packages where you can customize them or create a new one from scratch.
2. To create a package from Scratch click on âCreate Custom Package From Scratchâ and "Continue"
3. Begin by entering a name for your package.
4. Use the search bar to find available features to add to your package.
5. Simply drag them and they will get added to your package.
6. Review the total package cost at the bottom.
7. Click on âContinueâ.
8. Set the description of the package.
9. Set the strategic rate based on your firm's financials.
10. Review engagement features, adding or removing as necessary.
11. Finally, click âAdd Custom Package To Your Firm.â
