Create Your Packages
To create a package:
Go to Billing in the left hand navigation → Packages & Add-Ons → Manage Packages
Click Add Package at the top left corner of the page
Package Image
Choose an image based on how the package will display in your proposal:
Single column: 1200 × 300 (or 1800 × 300 for higher quality)
2-column layout: 1200 × 500
3-column layout: 800 × 500
For best results, use images at 72ppi resolution.
Need help resizing your images?
Package Details
Fill out the package information, including description, pricing, and branding.
Tip: Use formatting in your description to reflect your brand and clearly communicate what’s included.
Business Brand:
Assign a specific brand if applicable
Leave blank to make the package available across all brands
Package Add-Ons
Add-ons included here can either be bundled into the package price or configured separately.
To add add-ons:
Go to the Add-Ons tab
Click Add Package Add-On
Select an existing add-on or create a new one
Note: Add-ons listed here are included in the package price unless priced separately.
Add-On Settings:
Auto-add: Automatically includes the add-on when the package is selected
Price adjustment: Add an additional cost when this add-on is included
Package Fees
Fees are additional charges applied on top of the package price.
To add a fee:
Go to the Fees tab
Click Add New Fee
Complete the fee details and save
Enable Auto Add to automatically apply the fee when the package is used
Package Inventory
Assign inventory that is always required for this package.
To add inventory:
Go to the Inventory tab
Search and select inventory items
Enter quantity and click Add
Inventory will automatically scale based on package quantity.
(Example: 3 packages × 20 plates = 60 plates allocated)
Package Gallery
Add images to showcase your package in proposals.
To add images:
Click Gallery at the top of the page
Click Add Image
Upload or drag and drop files
Select View Gallery to preview
Create Your Add-Ons
To create an add-on:
Go to Billing in the left hand navigation → Packages & Add-Ons → Manage Add-Ons
Click Add Add-On at the top left corner of the page
Add-On Image
Use the same image guidelines as packages:
Single column: 1200 × 300
2-column: 1200 × 500
3-column: 800 × 500
Recommended: 72ppi resolution
Need help resizing your images?
Add-On Details
Fill out the add-on information, including description and pricing.
Business Brand:
Assign to a specific brand or leave blank to share across all brands
Add-On Inventory
Assign inventory that should always be included with this add-on.
To add inventory:
Go to the Inventory tab at the top of the page
Search and select items
Enter quantity and click Add