Line Items Field Reference
Exact charge structures, pricing fields, and recurrence values for deal, quote, SOW, and contract line items.
Line Items Field Reference
Use this reference when adding or reviewing line items on a deal, quote, SOW, or contract, or when configuring a product catalog item.
Common Fields
| Field | Type | Notes |
|---|---|---|
| Name | Text | Required. |
| Description | Text | Optional. |
| Product | Product catalog select | Optional. Prefills pricing from the catalog. |
| Charge structure | Select | See values below. |
| Quantity | Number | Meaningful for Time & Materials and One-Time lines. |
| Discount | Percent | Optional. Applied per line. |
Charge Structure Values
The Charge Structure selector shows one set of values; each is stored internally under a differently-named line item type. Product Catalog items use the same selector values for their own default charge type.
| What you select | Stored internally as | Key fields |
|---|---|---|
Time & Materials (time_and_materials) | time_and_materials | Estimated hours, billable rate, cost rate. |
One-Time Fixed Price (one_time) | fixed | Fixed amount, estimated hours (informational). |
Recurring (recurring) | subscription_support | Recurring price, billing frequency, contract term (months). |
Pass-Through (pass_through) | pass_through | Base cost, markup percent. |
Recurrence Interval Values
| Value | Meaning |
|---|---|
monthly | Billed every month. |
quarterly | Billed every 3 months. |
semi_annually | Billed every 6 months. |
annually | Billed every 12 months. |
Line Item Matrix Eligibility
Only Time & Materials and One-Time Fixed Price lines can be split across providers using the Line Item Matrix. Recurring and Pass-Through lines are excluded, since they don't represent a pool of billable units.