Skip to main content

Can I give my clients different choices on a proposal?

When a client asks for a quote, you can craft a proposal with alternatives, to give them a selection of enticing offers and allow them to choose the one they want, sign your contract, pay the deposit and confirm the booking.

Updated this week

Begin with a proposal.

Simply click Create New in the upper right corner of your Check Cherry account and select Proposal. Once you have a proposal with at least one package, you can create proposal alternatives.

The three quick ways to create a proposal alternative are:

  1. Click Edit next to any package on the proposal.

  2. Click the Add Proposal Alternative just below the last package on a proposal.

  3. Click the Manage Alternatives button and select Add Another Alternative.

To create a a proposal alternative, you need to start with a proposal, then click Edit next to a package on the proposal:

Here's are more way to create a proposal alternative

You can also click the Add Proposal Alternative button beneath the last package description to add a proposal alternative:

Once you have at least one proposal alternative, you can add more by clicking the Manage Alternatives button in the upper right above each proposal alternative and choosing Add Another Alternative.


Video on proposals & proposal alternatives

You should check out our YouTube channel for lots more helpful videos!

Did this answer your question?