Line Item Level Options
Amanda Studdard
Say we want to create a quote for a surround system for a specific room, but we have multiple levels of performance to quote. We would create 2 or 3 options/pricing levels for this as we can right now. However, if we want to change a minor aspect of a system, or give the customer the option for a specific item or set of items that are the same for all three main options, then the customer can select those details as well. E.g. articulating TV mount vs flat mount; or 5-channel surround vs 7-channel surround vs Atmos surround, etc..
Kirk Chisholm
Merged in a post:
Line Item Options
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Rich Rosley
I would like to see a line item option so the client has the ability to select an item as well as change the qty.
Kirk Chisholm
Merged in a post:
Clickable Options
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Shawn Kniep
Have an options section where the client can click the check box to add options to the proposal. This way we can add multiple line itemed options and the clients can choose to add them.
Kirk Chisholm
Merged in a post:
Options
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Zachary Davis
the ability to have a page for system options and/or the ability to add option to a line item
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Anthony Breese
I agree; this option has been pretty crucial to my sales process and provides a quick way to present the proposal digitally on my tablet. I say to the client hey if you want to add a subwoofer to your Sonos system this is the cost, boom one click done labor is also added or removed. The other thing I would like is some people are torn between a 65 and a 75 on occasion I like to give people the option to choose different TV models etc.
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Dennis Mills
For example, theatre seating. You don't want to lose the theatre if the customer just wants to hold off on the seating. Sometimes you need all 3 options for the seating choice but if they could just opt out of the seating as the individual item, that would do it.
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Rich Rosley
100% agree
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Rich Rosley
Agreed, i want a line option so the client can choose and change qty if desired.
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Jason Smith
yes, the customer having the ability to accept or decline each line item or even quantities would be helpful.