Offer good, better and best options
Give the customer several versions of a quote to choose from, each with its own lines, picture and highlights, plus optional extras.
Options let the customer choose: a basic tee with a one-color print, a premium tri-blend with two colors, or the full kit with a back print and hoodies. Each option has its own lines and total, and the customer picks one when they approve. Optional extras let them add or remove single lines.
A quote with Good, Better and Best options in the builder
Screenshot coming soon
Add options
Add a second option
In the quote builder, click Add option. The options are named Good, Better and Best to start with.
Name and describe each one
Change the Option name if you like, and add a Short description such as "Premium tri-blend tee, soft-hand print".
Fill in each option's lines
Each option has its own Line items. Add products, pricebook items or typed-in lines to each.
To remove an option, click Remove option.
Present each option
Open Presentation on an option to set what the customer sees on their quote page:
- Image URL: an
httpslink to a picture of this option. - Highlights: short bullets compared side by side across options (up to 12).
- Guarantee: for example "Free reprint on any misprint".
- Recommended option: shows a "Recommended" ribbon. Only one option can be recommended.
Add optional extras
Mark a line Optional — the customer can add or remove it, for example individual names on the back or rush production. Tick Included unless they remove it to have it selected by default.
On the quote page the customer ticks the extras they want under Optional extras, and the total updates as they go.