Troubleshoot proposal pricing and saving

Troubleshooting

Product shows $0 price in my proposal

Possible causes:

• Variable pricing rules don’t cover this scenario
• Base product is missing required attribute
• Attribute pricing references non-existent field

Solution: Check the product’s pricing configuration and ensure all rules are complete. See the Base Products & Product System Guide for details on pricing types.

Prices don’t update when I change base product

Try:

1. Refresh the page
2. Remove and re-add the product
3. Check if the product uses fixed or unit pricing (these don’t auto-update)
4. Contact support if issue persists

I can’t find the base product I need

Options:

1. Check if it’s archived (toggle “Show archived” switch)
2. Create a new one (see Creating Base Products)
3. Ask a colleague who might have created it
4. Check if you’re looking in the right base product type

Custom attributes aren’t showing up

Possible causes:

• Administrator hasn’t configured them yet
• You’re editing an old base product created before attributes were added

Solution: Contact your administrator to configure base product attributes. See Working with Base Product Attributes.

Email won’t send

Possible causes:

• No recipient email address selected
• Invalid email addresses in CC field
• Missing required fields (subject, body)

Solution: Verify all email fields are filled correctly and recipient has a valid email address.

PDF preview looks wrong

Try:

1. Refresh the page
2. Check if all products have valid pricing
3. Contact support if layout issues persist

Can’t save proposal

Possible causes:

• Missing base product
• Missing required fields
• Network connection issue

Solution: Ensure base product is selected and check your internet connection.

Related guides

• Proposal guides