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Client Selectable Item Add-On Options
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Kimberly Hirsch
in progress
Good news, this feature has been added to our roadmap for this quarter and is currently in design!
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Mason Bortz
Kimberly Hirsch: This is GREAT NEWS!
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Tim Johnson
yes please. we’ve been waiting a while for this feature.
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Mason Bortz
Has this moved to planned or under review? Jetbuilt and SI have this ability. It is a great sales tool.
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Chris Hudson
This is definitely needed!
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Chad Crawford
Yes! Just searched to see if this feature was available. Apparently not yet.
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Johann Stroh
Add packages as optional as well
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Jason Brantley
Please make sure when you implement this that it also includes a way to add Optional Accessories, like Extended Warranties. I can think of one way to do this would be to simply add on "Optional Toggle" to any item that we can add to a proposal, where the end user can toggle it on or off.
If you can somehow also add in the ability to have Variances within the Optional Items you will knock this out of the park. For instance, you can have a PC with an optional Extended warranty, but there are 4 different warranty options to chose from. The customer can select to have no warranty at all (toggle off) or can choose exactly what warranty they want from a list. Same concept can obviously apply to product or Accessory added to a quote.
Nick - D-Tools Cloud PM
Merged in a post:
Optional Items
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William Swain
Optional Items on the proposal : the BEST add-on sales tool ever. aka - Selling a security system and it is a package.. I like to give the customer options available to them for the system, thermostats, door locks, door bells, lights, Window contacts, etc.. These options could be placed in a location called optional and just show the price of the product, but do not calculate them into the proposal total. Give us the ability or the customer the ability to add them to the proposal by just changing the location of where it is.
Nick - D-Tools Cloud PM
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