Q: Hey; couple of questions: 1.)
Is it possible to build a proposal where the lead selects which option they want or have the ability to select add-ons? I usually offer options between two or three packages and then they can select which option suites their needs and add-on a payment plan, etc. 2.) Can/will the proposal have functionality to after selecting the proposal option dynamically populate a contract template with the proposal option details. Then they can initial and sign the contract and an invoice can be sent?
dbealsIt would be similar to selecting Option A vs Option B. It'd be nice if I can have ready-made packages to then drops into Section1: Option A - Package 1: Cost 1 and Section2: Option B - Package 2: Cost 2, then Section3: Add-On: Checkboxes: Retainer, 2mo Payment Plan, 4mo Payment Plan, 3mo Maintenance.
Is that currently possible to achieve?
melissap
Verified purchaser
Agree, I offer clients the option to select between multiple packages and would be great to have them select which package. Currently, it adds all three options together and clients cannot select, which means that Propoze cannot work for us.