Using Rate Cards
Rate cards are usually used by agencies. They let clients know how much an agency charges for its services. They are often used in cost estimate documents.
To use rate cards in an online document, you'll need to set them up first. This will require a little bit of help from your admation client success manager.
Once your rate card is set up in the system, you'll be able to select it from your project. To start, head to the Projects list, and locate the project you'd like to use. Click into your project. If you'd like to add the rate card to a specific deliverable, you can do so by selecting your desired deliverable from the menu.
Scroll down to documents and click + Online Document.
Select the document that includes the rate card. This step is dependent on your organisation's set up. For any document that has rate cards attached to them, you'll see a button to Add Rate Card Items. Click this button.
Select the desired Rate Card template from your existing list of rate card templates. Select the different rates you'd like to add to your document by clicking the checkboxes for your desired items. Click Use Selected once you're happy with your inputs.
Make edits to your items as needed. Your total dollar amount will automatically calculate at the bottom of the estimate.
Save your document once you're happy with your inputs! From here, you may assign a document type and enter the name of your file. You can also:
- Send the document for approval;
- Send the document as a message attachment;
- View previous revisions of the file, if applicable;
- Download the file.
Click Save again if you don't need to do any of these things. The document will automatically attach itself to your project and/or related deliverable. The rate card section of your custom document might look something like this: