Optional Items
Optional Items
Cross-sell & upsell with optionals
This feature will give you the ability to add line Items to your quotes that are optional for your customer. They can choose which option(s) they want and electronically accept the quote with these selected options.
Optional Quantities
With optional quantities, each line item on a quote can be published editable. When your customer views a quote, they are able to modify the quantity of a given line item before accepting.
Modified totals are updated automatically with the customer and in your quote tracking dashboard.
Increase Average Order Value
Line items marked as ‘Optional’ will be highlighted in blue on your quote to ensure it is easy for your customers to differentiate them from the other line items.
With Optional Items, you can
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Add complimentary products or services to a quote. Let the customer select and accept.
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Bundled product or service packages can be made optional, allowing for more flexibility on complex quotes.
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Add service upgrades to a quote to expand scope and save time on making revisions.
Cross-sell & Upsell Opportunities to Maximize Customer LTV
Learn the differences between these two tactics and how they can fit in to your sales strategy.
“The software integrates seamlessly with our PSA, allowing us to easily build quotes, get approvals, and ultimately convert those quotes into tickets within minutes.”