Customer-specific pricing for the same service: can HoneyBook auto-generate proposal + invoices?

Question

Hi HoneyBook Community,We’re migrating from an Excel + Make.com workflow (acting as a basic CRM) to HoneyBook as we grow. Today, our process lets us enter a unique price per customer for the same service (a “Trade Report”), then press a button to automatically generate and send the proposal + invoice.In HoneyBook, it seems like services assume standard pricing, or we have to manually edit the price each time. Our payments are split into 3 installments (deposit, 2nd payment, final payment), and each amount varies per customer.Question: Is there a way in HoneyBook to store customer/project-specific pricing (deposit/2nd/final) and use automations to generate the proposal and invoices from templates using those amounts automatically (without manual edits each time)?If you’ve solved this with service blocks, smart fields, or an integration, I’d love to hear what worked. Thank you!Victoria

Alicia Bauer · Answer

​@Victoria Kravets- At the moment, HoneyBook doesn’t support storing project- or client-specific pricing that can be dynamically pulled into proposals and invoices via automations. Pricing in Smart Files is still largely manual, even when using templates or service blocks.You can use service blocks as a starting point, but the pricing (including deposits and split payments) would still need to be manually adjusted per client. Smart fields don’t support custom pricing logic, and there isn’t a native way to pass unique pricing values into an automated proposal + invoice flow.Some users handle this by:Duplicating a template and manually adjusting pricing per project, orUsing external tools to calculate pricing first, then entering it into HoneyBook manuallyBut there isn’t a fully automated equivalent to what you’re describing from an Excel + Make.com setup.This would be a great Feature Request, especially for businesses with variable pricing models. I’d recommend submitting it (or upvoting a similar request) so the HoneyBook team can see the need for more flexible, automation-friendly pricing workflows.

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