Introduction
The Options Proposals feature is an enhancement of the standard Proposal, allowing your customer to opt in or out of certain recommendations & options, providing them with the benefit of choice while also creating upsell opportunities for your business.
Table of Contents
I. How to Set-Up Options Proposals
II. How to Use Proposals (Client Perspective)
I. How to Set Up Options Proposals
When adding an Item on the Job edit page, select the appropriate Proposal Level:
- Included - a required item for the Job that the Client cannot opt out of when accepting the Proposal
- Recommended - a preselected, recommended Item that the Client can opt out of before accepting the Proposal
- Optional - an optional Item that the Client can opt into before accepting the Proposal
II. How to Use Options Proposals (Client Perspective)
When reviewing a Proposal for acceptance, Clients can determine their selections to the right of the Proposal Acceptance module. Item Acceptance levels default to:
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- Included: Checked
- Recommended: Checked
- Optional: Unchecked
- Included: Checked
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- Once the selections are finalized, the Client should select Refresh Proposal so the changes made will reflect on the Proposal document.
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