Summary:
Enable Services (Rate Builder) type proposals to support escalation across multiple timescales, including Daily, Monthly, Quarterly, Annually, and Phase. This would give users the flexibility to match escalation settings to real-world subcontractor and pricing scenarios without being limited to phase-based escalation only.
Problem Statement:
Currently, escalation in the Rate Builder is only available by Phase, which does not reflect how many subcontractors and service arrangements structure their rate increases. Users often need to apply escalation on different intervals, such as annually for labor rates or daily for short-duration work. The current limitation forces teams to use workarounds or accept inaccurate pricing assumptions, reducing efficiency and proposal accuracy.
Proposed Solution:
Add configurable escalation timescale options for Services (Rate Builder) proposals.
Allow users to choose from Daily, Monthly, Quarterly, Annually, or Phase-based escalation.
Ensure the selected timescale can be applied consistently within proposal calculations and pricing models.
Preserve the current Phase option while expanding flexibility for other escalation methods.
Design the experience so users can easily select the appropriate escalation interval based on subcontractor terms or project requirements.
Benefits:
Improves proposal accuracy by supporting escalation methods that match actual subcontractor agreements.
Reduces the need for manual workarounds when pricing service-based proposals.
Increases flexibility for a wider range of customer and prospect use cases.
Enhances usability by allowing teams to model pricing at the level of detail required, including daily escalation where needed.
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