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BRAND NEW FEATURES: Software Update December 2018

We’ve got some exciting new developments in Cloud Pricing 2.0! I’m going to take you through some of the new features.

It’s now easier than ever to add a new template into your menu bar

You can now get your new template into the menu bar fast.

There is a toggle button in the top right corner that says ‘Template Off’ or ‘Template On’. With the template button off you can make your draught template then just toggle the template on switch and it will automatically add it to your menu.

 

You should probably change the name of the template before you do that, otherwise it will save as the date the template was made.

 

The second change is the ‘Options’ drop down menu. We’ve tidied up the screen and collected various previous buttons into one place.

 

More control over the price calculations with section isolation

We have made it faster to edit your prices. If you want to quickly review or change your prices you can simply go into your module and click ‘Edit’ on the first question. Whereas before you would have had to do this for each individual question, you can now easily move to the next question with this ‘Save and Next’ button.

So you can easily input new values and then move onto the next or previous question.

One of the biggest changes we have made is that you can now combine different services into one module. Previously, there were issues with multiplications across the sections. For example, you might want to price payroll services within your bookkeeping module.

You can now do that.

All you have to do is isolate the questions or sections that have multiplying factors.

Let’s imagine you have a question within your payroll section that has a yes or no response. Choosing ‘yes’ would mean the overall price for that section is multiplied by 1.5. But if you have combined your payroll pricing with your bookkeeping pricing, you don’t want everything to multiple by 1.5, only the payroll section that the question is part of.

So effectively we isolate the sections so that the multiplication doesn’t affect the entire module.

You do this by clicking the blue pencil button, then checking the box to ‘Isolate Section in Formula’.

This will save you a huge amount of time if you want to start creating more complex formulas.

New testing feature to help you get your prices just right

This next change will make it so much easier to test your models.

Rather than going back and forward across the software doing test quotes, we’ve created a ‘Preview’ button.

                     

This will bring you to a screen very similar to the client-facing screen. Here you can create a quote for the client by answering the questions and pressing the calculate button. (This is greyed out until the questions are complete). This will work out a quote for you.

 

This is going to save you a lot of time because you can stay within the template area of the website.

However this function is not available to anyone who has been messing with the formula builder. We don’t recommend you use the formula builder; it’s for advanced users anyway. You can reset your formula builder to the default if you want to be able to use this feature.

Based on user request we have created an option for you to ‘Hide Unselected Rewards’ or ‘Hide Unselected Options’.  This allows you to show, in the fixed price agreement, only the things specifically selected by the client. This can be found in the ‘Expressing Price’ menu.

The final change relates to client copies. You can now switch much faster between client copies of the software and your own login using the ‘Back to Admin’ button. This saves you having to log out and back in again.

 

Have fun with these exciting new changes, and please let us know what feedback you have or if you have any suggestions for further improvements.

I’ve made a video that explains these updates in more detail. You can watch it here.

If you would like to try this software click this link and use the voucher code VIPTrial30 for a free 30 day trial.

Wishing you every success on your pricing journey.

Mark Wickersham
Chartered Accountant, public speaker and #1 best-selling author of
Effective Pricing for Accountants

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