Options Proposals

Options Proposals available on Plus & Premier Tier

In this article:

What are Options Proposals?

Set-Up Options Proposals

Using Proposals (Client Perspective)

What are Options Proposals?

Options Proposals allow your Sales Team upsell by adding recommended products and options. This provides flexibility to your customers, ensuring they accept your business. 

Set-Up Options Proposals

When adding an Item on the Job edit page, select the appropriate Proposal Level:

Proposal Level	How it displays on Proposal	Description
Included (Required)		A required Item for the Job that the Client cannot opt out of when accepting the Proposal. This Item is locked to checked on the Proposal.
Recommended		A preselected, "recommended" Item that the Client can opt out of before accepting the Proposal. Clients can click Recommend boxes to check/uncheck desired Items.
Optional		An optional Item that the Client can opt into before accepting the Proposal. Clients can click Optional boxes to check/uncheck desired Items.

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:

Proposal Level Type	Default Selection	Display
Included (Required)	Checked (locked)
Recommended	Checked
Optional	Unchecked

1. Clients can click boxes to check/uncheck desired Items.
2. Once the selections are finalized, the Client must select Refresh Proposal so the changes made will reflect on the Proposal document.
3. When Client is ready to accept proposal, they will click Accept Proposal and continue to payment.
   *Note: Once the customer accepts a Proposal, their choices cannot be altered.