dbealsdbeals
dbeals
Jan 16, 2024

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?

Founder Team
Mike_SuiteDash

Mike_SuiteDash

May 15, 2024

A: 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

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