Item alternates are alternates or options to include on each item, so when you include them in your proposal, your potential customer will have the option to select from multiple alternates on an item-by-item basis.

Making these changes will also show the difference in items and prices in the bottom banner and update the location/system and subtotal and total price on the proposal.

These changes made by the customer will not apply to the quote until it is approved, so they can always revert back to the recommended or reopen the proposal to get back to where they started, all while not messing up any work you might have done in the quote.

Upsell

One of the main benefits of item alternates is the ability to upsell on your proposal without coming across as a sales pitch. This allows you to provide them with more expensive options, enabling them to realize that upgrading might only cost them $X more.

Engaging your customer

By providing your customer with options, you allow them to customize on their own time and consider how they want to personalize their home. This provides them with a positive experience and your recommendations, making them feel in control.

Getting your customer invested in you

At D-Tools, we believe this is the most important reason. By getting your customer engaged in your proposal, they subconsciously become more invested in you, rather than the competitor who presented a printed document. It no longer becomes a question of who to work with, but rather what options they want to pursue, and you'd better present those options, thereby increasing your close rate and closing more deals.

Efficiency

Iterating with the customer can involve multiple versions of quotes, which can be time-consuming due to the back-and-forth communication required. Allowing the options to be at the customer's fingertips can save them and you time in helping them make their decision faster.

You can set up alternates on an item in two different ways