How do I use the Grouping Feature to group phases or deliverables together?

PERSUIT’s Grouping feature gives you the ability to cluster phases or deliverables in the Pricing section. This feature will help you to organize the scope of work and define phases in a more digestible structure.

You will find the Group feature at the bottom of the pricing section of any drafted request.

Click Item if you’d like to create a single pricing item or phase. An item or phase can still exist independently in a request without being added to a Group.

Click Group to create a phase or assortment of deliverables that you’d like to stay categorized together. Any pricing item contained in the Group can still incorporate pricing sub-items, but your firms will not be required to provide a subtotal for the group itself.

After you create the Group’s title, you can add items to that specific group by clicking + Item to Group. You can add as many items in a Group, as you’d like.

You can drag any existing item in or out of a group by holding down and dragging the 6-dot icon at the left of the Item title.

You can also use the 3-dot icon found at the right of the Item title to expand a menu where you can Move to a Group or Ungroup the relating item. From this menu, you’ll also be able to delete or duplicate the item.

Move to a Group:

Ungroup:

You can use the Preview feature found at the top navigation bar to view the layout of the phases, at any time, as you’re building the request.