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Get your hands on more pricing templates

 

Cloud Pricing update

On October 8th, 2018 the developers at Cloud Pricing Software released the latest version of the software containing three powerful new features plus some improvements to Proposal Builder.

You can watch the full update video here (and below is a quick overview of what is new).

Get access to pricing template files much faster 

With Cloud Pricing 2.0 you’ve always been able to access pre-written pricing templates written by Mark Wickersham.  However, there were only a few available, and you had to go outside the software to download the .cpt files before importing them into your version of Cloud Pricing 2.0.

All that’s changed.

You can now get immediate access to a wide range of pre-written pricing templates from inside the software.  This makes it easier and faster to get up and running with a ready-to-use template.

It all also gives you access to many more pricing templates.  Check out the video above to see how you do this.

Edit your dropdown lists without having to leave the template editor

When you were editing your templates, if you wanted to make changes to the dropdown lists – perhaps to change the prices – you had to stop what you were doing, go back to Global Settings, then go into the List Manager.

It was a real pain.

Now it’s much easier.  You can edit your dropdown lists without leaving the template editor.  Check out the video above to see how you do this.

QBO integration

If you are a QBO user you’ll be delighted to know you can now integrate Cloud Pricing with your QBO account.

This means, when you agree a price with a client, you then create a proposal inside the Proposal Builder add-on (which is completely free to use for the first 10 clients). 

Once you have finalised your proposal you can then pass the data across to QBO where it will raise the invoices.

Other improvements

Based on popular requests we’ve made two changes to Proposal Builder:

  • You can now use multiple copies of the standard page templates within your proposal templates, and
  • You can choose from a wide range of date formats to use within your proposals.

Please let us know what you think of these changes.  Which one is your favourite?  And what else would you like to see in Cloud Pricing 2.0 and Proposal Builder.

Wishing you every success on your value pricing journey,

The Cloud Pricing Team

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