Proposals

Rate review tool: turn an accepted proposal into a re-quote

Clone an accepted proposal, apply an uplift, send the review.

Last updated

Most agencies run an annual or quarterly rate review with key clients. Instead of rebuilding the proposal from scratch, the rate review tool clones an accepted proposal and applies an uplift in one of five ways.

Step 1 · Find the proposals due for review

Dashboard → Tools → "Annual rate review". You'll see every accepted proposal on one page, with average pay, average bill rate, and the new pay / new bill at your default uplift already calculated. Sort by client, days-since-accepted, or current bill rate to find what needs attention.

Step 01
Annual rate review list page showing a table of accepted proposals with columns for client, sector, avg pay, avg bill, new pay, new bill, bill uplift, and a Rate review button per row
Every accepted proposal in one place. The "Rate review" link on each row jumps straight into the calculator.

Step 2 · Pick a transform mode

Click "Rate review" on any row to open the calculator with that proposal's rates cloned in. Five modes, pick the one that matches what triggered the review:

Annual %
Apply a flat percent uplift (e.g. +4%) to every pay rate
NLW
Bump rates that are currently below the new National Living Wage
Pence
Add a flat pence amount (e.g. +50p) to every pay rate
On-cost
Apply a new employer's NI / pension / levy percentage, useful when HMRC moves a threshold
Government changes preset
Apply the current tax year's statutory changes in one go (2026/27: National Living Wage +£0.50, employer NI unchanged at 15%)
Step 02
Rate review calculator showing the five mode tabs across the top (Annual, NLW pass-through, Pence, On-cost, Government preset), the input fields for the active mode, and a live preview table of new rates below
The calculator opens with the proposal's rates already loaded. Switching tabs swaps the input fields; the preview table updates instantly.

Step 3 · Preview the new rates

Every shift's old vs new rate sits side by side, with the pay uplift and bill uplift in £ and %. Sanity-check the numbers before you save. If anything looks off, change the input and the preview re-renders.

Step 03
Preview table showing each shift with old pay rate, new pay rate, old bill rate, new bill rate and the uplift in £ and %
Side-by-side old vs new for every shift. Click Save to land back in the proposal builder with the new rates pre-filled, then Send when you're happy.

After save

Saving creates a fresh draft proposal in the builder: the rates carry over, the content blocks reset. Add a quick paragraph explaining why the review is being shared (typically "annual review" or "April 2026 NLW change") then send. The client receives the same branded tracked link they're used to.