Any price on a page can be changed by clicking it and typing — that is the whole answer most of the time. The controls beside it are for saying what kind of number it is, which is what makes a total add up the way you meant.
The total always equals the lines
There is no box to type a grand total into, on purpose: a typed total is how a proposal ends up promising a number its own lines do not add to. Every total is computed from what is above it, so the number your client reads is provably the sum of what you showed them. Want a round figure, or to take something off? Add a discount or fee line — the total still equals the lines, and the client can see why.
“Priced:” — how this number works
- Auto (sum of its lines). The group adds up what is under it. Change a line and the group follows. This is the one that prints a small ƒ beside the number — the mark meaning computed, not typed.
- One price (bundle). One figure for the whole group. The lines under it still print, as what is included — they just stop adding up to anything.
- Qty × rate. A quantity, a unit and a rate — 340 SF at $12.50. The line shows its arithmetic, which is usually the most persuasive form a price can take.
- Included. Part of the job, at no separate charge. Prints the word, adds nothing.
- TBD. Not priced yet. It prints as TBD and is left out of the total — and the check before sending will remind you it is there, because a proposal that quietly omits a price is the kind of mistake that costs a job.
“This is:” — what the group is
- Work. Ordinary scope. Counts in the total.
- Allowance. A budget for something not yet chosen — tile, fixtures, appliances. It counts in the total, and it is marked as an allowance so nobody reads it as a fixed price for a thing that has not been picked.
- Option. Priced, shown, and outside the total — the “we could also” a client says yes to later.
A single line can also be set to Carried separately: it leaves the scope and is named beside the price as something the client is handling. It is how you show that you thought about the thing without charging for it.
Where the money appears again
Your investment page can carry a chart of where the money goes. It rolls your priced groups under a handful of plain headings — nothing moves and no price changes; only the headings are written. Your investment covers the page itself.