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PRICING PLANS

Simple pricing that scales with your business.

Basic

$49/mo

  • 5 Proposals/month
  • 1 User
  • Email + Chat Support
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Pro

$249/mo

  • Unlimited Proposals
  • 5 Users
  • CRM Integrations
  • Advanced Grouping
  • Task-based Line Items
  • XML/JSON Export
  • Strategy Call
  • Free Implementation Call
  • Zoom, Email + Chat Support
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Custom

Let's Talk

Customized just for your company
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Basic

$39/mo

  • 5 Proposals/month
  • 1 User
  • Email + Chat Support
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Pro

$199/mo

  • Unlimited Proposals
  • 5 Users
  • CRM Integrations
  • Advanced Grouping
  • Task-based Line Items
  • XML/JSON Export
  • Strategy Call
  • Free Implementation Call (2 more included after pre-payment, then discounted)
  • Zoom, Email + Chat Support
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Custom

Let's Talk

Customized just for your company
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Note: Annual pricing requires annual commitment

All Plans Include

Unlimited Templates

Unlimited Line Items

Open Notifications + Analytics

Custom Branding

Electronic Signatures

Optional Line Items

Recurring Line Items

Line Item Upsells

Easy Discounts & Surcharges

User Roles

Implementation Support

Email Support

F.A.Q.

Frequent Questions

How can I try out Smart Pricing Table?

Our on-ramping process is as follows:

  • Schedule a short, 15-minute demo with us.
  • After the demo, if you'd like a 30-day free trial, we'll create your account and invite you to the platform.
  • A credit card is required for our trial, but if our product isn't a fit just notify us before the trial is complete and you won't be charged a dime!
What is provided for support?

All plans include email and in-app chat support. We're generally are able to get back to customers within 15 to 30 minutes, but worse-case same day.

For implementation support, see related FAQ.

What is an implementation call?

We understand that it can be challenging getting momentum in a new platform. The idea of an implementation call is that we do a lot of the initial legwork for you and help set up a template or two. This often can create excitement and give you some vision for the platform.

The great thing about the implementation call is that there's no prep work. You just have to send over a sample proposal in advance and show up (you'll mostly be answering questions during the meeting).

If there's more work to do after an initial one hour call, we can simply schedule another one. Think of it as a working meeting where we remove hurdles for you.

Some plans include an implementation call for free or a discounted one (see plans above).  For implementation calls outside of what's included, our rate is $150/hour and our discounted rate is $75/hour.

What is a strategy call?

A strategy call is generally a 30-minute meeting where we can help you 1) optimize your account 2) review a proposal together or 3) answer questions and provide training.

Strategy calls are usually scheduled a week or two into your trial after you've had some time to play around.

A strategy call is different from an implementation call. An implementation call is us taking the driver's seat and importing content for you. A strategy call is more focused around feedback and coaching.

Please note that our basic plan does not include a free strategy call.

What is your cancellation policy?

Unless you've selected an annual plan, our service is month-to-month and can be cancelled at anytime. In order to avoid your next service charge, cancellations must be received within 24 hours (or sooner) of your renewal date. Upon cancellation, your account will be marked for deletion.

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