Options Proposals


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.



Was this article helpful?
2 out of 5 found this helpful



Please sign in to leave a comment.