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Proposal Selections for Optional Add-Ons

Feature Requests

I need a better way to present optional add-ons or alternate scope items in proposals. When customers ask for optional work, I’m forced to dump those details into Terms & Conditions, which turns the end of the proposal into a long, messy paragraph. I want a cleaner way to show optional items separately so customers can easily review them.

Posted by Brock Prince ·
1 comment

This request was merged into another request

Comments1

  • Ethan Forns

    •

    May 4

    this would also be nice to add selections as options. So if we give a client 3 flooring options, they can see all 3 and choose the one they want.

    This may be available in change orders, I have not really used them yet