Options Proposals

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:

• • • Included: Checked
      
    • Recommended: Checked
    • Optional: Unchecked
      

• Once the selections are finalized, the Client should select Refresh Proposal so the changes made will reflect on the Proposal document.