Q: For proposals, I usually offer 2 or 3 options that the lead would then select whichever one works best for them.
Does this have that capability to achieve that functionality and then sequentially send a contract to sign with info for the option they chose in the proposal, and then once signed generate & send an invoice for the option they chose?
Mike_SuiteDash
May 15, 2024A: Hi dbeals,
We're in active development NOW on what we call the "Proposal Options" block, which will do exactly as you describe.
You will be able to offer a selection of Items, Add-Ons or Packages that your leads would be able to peruse and make a selection based on your configuration.
The approved Proposal (their choice of items/add-ons/packages & the total value of those choices) would be passed to an Invoice and made available for payment (if you set it up that way)
I hope that helps,
If there's any other way I can be of assistance, please don't hesitate to continue this conversation.
Thanks,
Mike