Tool

Categories

If I take an old quote, change the client’s name, and edit it, is it considered a new quote?

Nope. It is the same quote and you are using only one quote in your plan. And you can do this as many times as you like.

Can I add users to my account? Do I have to pay more for them?

Sure, you can have as many users as you'd like, and no, you don't have to pay extra for them. You are only charged by the type of account you have, not by the number of users.

Do all team members have the same editing access that I do? How can I set permissions?

No, everyone does not need to have the same editing access that you do. When you invite people to join Pricetag, you determine their access by setting their role status. An “admin” user has unlimited access to edit the account, but a “normal” user cannot change the settings, nor see the rates of the team members. That way, any employee you like can help with quoting. You can benefit from their expertise without revealing information you may not wish them to see.

Can I add a team member using her real name as opposed to her title?

Sure, you can add team members either by name or title. For example, if Alexis Rubin is a Project Manager, then you can add her name and select “Project Manager” from the "Roles" option. Alternatively, if you don't know who will be doing the job, you can add a role directly to the quote without naming the person who will fill it. This is one of the benefits of Pricetag: you can add your real team to the model. And since some team members might be faster or slower than others, you can make your quote even more accurate by knowing who will fill the job and adjusting their work hours accordingly.

Can I assign several members of my team to one task?

Sure, you can add several team members to one task. Pricetag’s model allows for this flexibility, as we know that's often the way things work in the real world.

Can a quote have more than one project?

Yes, a quote can have several projects. For example, let's say a client needs to develop a single mobile app on both iPad and Android platforms. This would be a great time to utilize the feature: each platform can be featured as its own project.

How can I include my company’s logo in the final quote?

Just upload your logo into the “My Account” section. Once it's uploaded, it will appear automatically on every quote.

Can I export my quote? What format is the export in?

Sure. You can export your quote in a text format, PDF or embedded HTML. You can also email it to any address.

Can I send the quote directly to my client through Pricetag?

Yes, you can. You can also copy the information and paste it into a layout program, like inDesign, so you can create a more customized look.

Can clients log into Pricetag to check out their quote?

No, not yet, but we are working on it. However, quotes can be emailed, converted into PDFs, or printed. You can also copy the text and paste it into your own template.

Is Pricetag reliable, secure, and confidential? Is the data safe?

Yes. Pricetag was developed using the industry's best practices and is hosted with a company renowned for safety and security.

Is Pricetag recommended if my business is in something other than interactive?

Absolutely. Pricetag's software is flexible, and the pricing model fits many industries.

We value your security
Do you want to contact us?