A well-organized rate card library is the key for maximizing your business productivity in the long term. Without strict organization, you risk ending up with dozens of disordered cards, duplicates, outdated rates, and a significant waste of time when creating quotes.

Structured organization allows you to:

• Instantly locate the right card among dozens of models
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• Maintain pricing consistency among your sales team and over time
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• Avoid pricing errors from using outdated versions
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• Simplify annual updates of your rates (rate cards, packaged services...)
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• Facilitate onboarding of new salespeople who immediately find the right models
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🎯 Business goal: Transform your rate card library into a structured operational tool, where each salesperson finds the right card in less than 10 seconds, with the assurance of using up-to-date rates.

In the main menu, click on Business > Rate Cards to access the complete list of your cards.

The name of your card is the first search criterion used by your salespeople. A structured nomenclature allows you to instantly find the right model.

General format: [Type] - [Descriptive Name] - [Year/Version]

Types of cards:

• Rate Card - for profile-based rate cards
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• Module - for cumulative modular phases
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• Pack - for complete packaged services
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• Abaque - for client-specific cards with coding
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Concrete examples:

To avoid:

💡 Tip: For rate cards, always add the year in the name. This simplifies annual updates and avoids any confusion over applicable rates.

Tags allow you to quickly filter your cards by business type when creating quotes. Unlike the name, you can assign multiple tags to the same card.

Tags by business type:

• Development, Marketing, Audit, Training, Maintenance, Design, Consulting
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Tags by sales mode:

• Reserve, Flat Rate, Recurring, One-off
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Tags by service level:

• Premium, Standard, Light, Discovery
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Tags by client (for abaques):

• Client-ClientName
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Example of combined use:

💡 Tip: Limit yourself to a maximum of 3-4 tags per card. Too many tags dilute the effectiveness of the search system.

For clients with negotiated rates or specific abaques, systematically link the card to the client account when creating it.

Advantages:

• The card appears as a priority in the list when creating a quote for this client
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• You avoid pricing errors (applying incorrect rates)
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• Your salespeople don't need to search: the card appears automatically
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👉 Essential Action: When creating a negotiated rate card with a client, always fill in the "Assign to a client" field. This simple action eliminates 90% of client pricing errors.

⚠️ Note: Only associate a card with a client if it is specific to them. Generic cards (rate cards, standard modules) should not be associated with a particular client.

Your rates evolve over time (annual increase, new profiles, obsolete services...). Good version management avoids confusion and ensures the use of correct rates.

For rate cards:

• Create a new version each year with the year in the name
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• Example: Rate Card - Agency 2025, Rate Card - Agency 2026
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• Never modify a rate card mid-year: duplicate it if necessary
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For modules and packs:

• Modify the existing card if the change is minor (price adjustment, line addition)
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• Duplicate and rename if the change is major (structure change, new pricing positioning)
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• Example: Pack - SEO Audit becomes Pack - SEO Audit v2 after a complete overhaul
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Why archive:

• Allows you to find old rates for disputes or comparisons
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• Avoids cluttering the list with obsolete cards
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• Keeps the history of your rate changes
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How to archive:

⚠️ Note: These archiving methods are recommended organizational conventions. Adapt them to your specific needs.

Method 1: Prefix [ARCHIVE]

• Rename the obsolete card by adding [ARCHIVE] at the beginning of the name
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• Example: [ARCHIVE] Rate Card - Agency 2024
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• These cards will appear at the top of the alphabetical list, easily identifiable
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Method 2: Tag "Archive"

• Create a tag Archive and apply it to obsolete cards
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• Your salespeople can then filter to exclude this tag during the search
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💡 Tip: Keep archived cards for a minimum of 2 to 3 years to ensure traceability if needed. Beyond that, you can permanently delete them.

⚠️ Note: Never delete a card if it has been used in won quotes converted into ongoing projects. This could create inconsistencies in project tracking.

The Duplicate function allows you to quickly create variants of an existing card for different pricing positions or client profiles.

Pricing positioning (Premium / Standard / Light):

Modify quantities and rates, keep the structure.

Client-specific adaptation:

Annual rate card evolution:

💡 Tip: When duplicating a card, remember to immediately rename the copy according to your nomenclature to avoid confusion.

If your Furious environment includes multiple legal entities (subsidiaries, countries, brands...), associate each card with the right entity to limit its use to the concerned users.

Advantages:

• The sales team only sees cards relevant to their entity
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• You avoid quote errors with the wrong cards
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• Each entity can have its own pricing policy
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⚠️ Note: If a card is to be used by all entities (e.g., a common group card), do not associate it with any specific entity. It will then be visible to everyone.

Structured library:

Rate Cards (2 cards):

• Rate Card - Agency 2025 - Tags: Reserve
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• [ARCHIVE] Rate Card - Agency 2024 - Tags: Archive
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Cumulative modules (8 cards):

• Module - SEO Audit - Tags: Marketing, Flat Rate
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• Module - Accessibility Audit - Tags: Development, Flat Rate
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• Module - Website Revamp - Tags: Development, Design, Flat Rate
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• Module - Social Media Campaign - Tags: Marketing, Flat Rate
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• Module - Website Maintenance (12 months) - Tags: Development, Recurring
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• Module - Team Training (3d) - Tags: Training, Flat Rate
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• Module - Premium Support (12 months) - Tags: Consulting, Recurring
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• Module - Managed Hosting (12 months) - Tags: Development, Recurring
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Complete packs (4 cards):

• Pack - Complete Digital Audit - Tags: Audit, Flat Rate, Premium
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• Pack - Standard Showcase Site - Tags: Development, Flat Rate, Standard
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• Pack - Premium E-commerce Site - Tags: Development, Flat Rate, Premium
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• Pack - Revamp + SEO + Training - Tags: Development, Marketing, Flat Rate
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Client abaques (6 cards):

• Abaque - Client ABC - Development - Associated with client ABC - Tags: Client-ABC, Development
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• Abaque - Client XYZ - Marketing - Associated with client XYZ - Tags: Client-XYZ, Marketing
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• (etc.)
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Total: 20 cards structured and found in less than 10 seconds.

Structured library:

Rate Cards (3 cards):

• Rate Card - Consulting 2025 - Premium - Tags: Reserve, Premium
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• Rate Card - Consulting 2025 - Standard - Tags: Reserve, Standard
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• [ARCHIVE] Rate Card - Consulting 2024 - Tags: Archive
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Intervention modules (5 cards):

• Module - Strategic Diagnostic - Tags: Audit, Flat Rate
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• Module - Transformation Support (6 months) - Tags: Consulting, Recurring
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• Module - Management Training - Tags: Training, Flat Rate
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• Module - COMEX Strategy Workshop - Tags: Consulting, Flat Rate
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• Module - Executive Coaching (12 sessions) - Tags: Consulting, Recurring
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Major account abaques (4 cards associated with specific clients)

Total: 12 cards organized by service level and type.

• Rename poorly named cards according to the nomenclature
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• Delete unnecessary duplicates
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• Check that the tags are consistent and up-to-date
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• Identify seldom-used cards and archive them if necessary
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• Duplicate cards with high evolution to create variants
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• Create new rate cards for the year
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• Archive rate cards from year N-2 or N-3
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• Review all modules and packs: update rates, delete obsolete services
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• Train new salespeople in the organization logic
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💡 Tip: Appoint a rate card referent in the Business team to ensure the coherence and maintenance of the library. This person is the guarantor of organization quality.

⚠️ Note: Access levels may depend on the roles configured in your instance. Check your User & Permissions settings.

For creating and organizing rate cards:

• Permission "Rate Card Management: Access Authorization" required
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• This permission provides access to the Business > Rate Cards page and allows creating, modifying, duplicating, and deleting cards
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To use cards in quotes:

• All users with access to quote creation can load the cards, even without permission to modify the models
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Before structuring your library, ensure you have:

• Identified the card types you need (rate cards, modules, packs, abaques)
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• Defined your nomenclature and communicated it to the teams
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• Created the list of relevant business tags for your activity
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• Appointed a referent responsible for library maintenance
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• How to create rate card models?
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• How to use a rate card in a quote?
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• How to import rate cards?
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• How to export and analyze data related to rate cards?
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A well-organized rate card library is an investment that pays off immediately: your salespeople find the right card in less than 10 seconds, consistently apply the correct rates, and build coherent quotes. Adopt a clear nomenclature, use tags intelligently, manage your versions rigorously, and appoint a referent to maintain this organization over time. One hour invested in structuring saves you dozens of hours of search and avoided errors.