Sections, Products, and Prices

The Sections Library

Sections in the menu is text you write once and use in any proposal, such as About Us, How We Work, Not Included, or Terms. Each section has:

• Name: how you find it in the library.
• Heading: the heading on the proposal (the name, when empty).
• Shown as: Text (paragraphs), List (bullets), or Steps (numbered).
• Text: paragraphs with a blank line between them, or one item per line.
• Add to new proposals: every new proposal starts with it.
• Active: turn it off to keep it out of the library without deleting it.

Adding a section to a proposal copies its text, so changing the library later never changes a proposal already written.

Products and Prices

Lines come from one place (action proposals.catalog):

• With Billing: Billing's Products (name, price, how often it is billed, unit, SKU, and category), active ones only. Recurring products billed every month, year, or week become monthly, yearly, or weekly lines.
• Without Billing: Proposals' own Price Lines: name, price, billed (One Time, Weekly, Monthly, or Yearly), unit, description, category, and whether it is active.

A line's price is copied when it is added, so changing a product's price later never changes a proposal already written.

Who Sees Prices

Price Lines are hidden entirely from people without the pricing permission, and the catalog gives them product names without prices. See Who Can Do What.