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Check proposal price recalculation

Check which product prices update when you change a proposal’s base product.

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Understanding Price Recalculation

One of the most powerful features of the system is automatic price recalculation. When you change the base product in a proposal, all variable and attribute-priced products automatically update.

Example Scenario

Initial Proposal:

You create a proposal with:

  • Base Product: 6m pool, 30,000L volume, 3 loads of concrete
  • Excavation (Variable pricing based on size): $2,250
  • Chemicals (Attribute pricing per load): 3 × $25 = $75
  • Total: $2,325

Customer Changes Mind: They want an 8m pool instead.

You Change Base Product to 8m pool, 45,000L volume, 4 loads:

The system automatically recalculates:

  • Base Product: 8m pool, 45,000L volume, 4 loads
  • Excavation: Automatically updates to $3,500 (because size is now 8m, matches new pricing rule)
  • Chemicals: Automatically updates to $100 (because now 4 loads × $25)
  • New Total: $3,600

No manual recalculation needed! The system handles it instantly.

What Gets Recalculated?

Pricing TypeRecalculates?Why?
Fixed Price❌ NoPrice doesn’t depend on base product
Unit Price❌ NoDepends on quantity, not base product
Variable Price✅ YesRules are re-evaluated against new base product
Attribute Price✅ YesMultiplied by new base product attribute value

Benefits

  • ✅ Accuracy: Prices always match the base product
  • ✅ Speed: Change base products in seconds, not minutes
  • ✅ Confidence: No manual calculation errors
  • ✅ Flexibility: Easy to compare different base product options for customers