Some purchase decisions are best made in a personal conversation. With phone offers on COPE, you put together an individual offer during the call and send your customer a payment link so they can complete the purchase right away.
What you get:
Faster closing: Answer questions during the call and close the sale on the spot.
Individual terms: Set price, quantity and payment plan per buyer without changing your product.
Personal selling: Ideal for sales calls, consultations or callbacks.
In this article, we show you how to create a phone offer and what you can customize along the way.
Three ways to create a phone offer
You can create a phone offer in three ways. Simply pick the one that suits you best.
Option 1: Via Build and your products
In the left sidebar, click Build (house icon).
Open Products.
On the product card, click the phone icon next to “Copy URL”.
Option 2: Via the product settings
Go to the product settings.
Click the phone icon there.
Option 3: Via Pro
In the left sidebar, click Pro (star icon).
Select Phone offer.
Under Select product, choose your product and click Next.
Whichever way you choose, the phone offer form opens next.
Creating a phone offer: step by step
The form is divided into several sections. Simply work through them from top to bottom.
1. General information
Check that the right product is selected, then set the quantity and currency.
2. Pricing
Under Select the product's payment plan, choose one of the payment plans set up in your product. You can then adjust the terms for this offer:
Payment type: one-time, installments or subscription
Product price: the amount for this offer
Custom plan name (optional): replaces the plan's display name for your customer
Note: Each phone offer can only have one payment plan. If you select a different plan, the values below will be replaced.
3. Buyer information & payment methods
First, choose whether you are selling to a person or a company. Then enter your customer's details: email, first name, last name, country, address, city and postal code are required. The phone number is optional.
Next, choose which payment methods your customer can select at checkout. The options appear as soon as you have entered a country in the buyer information.
4. Price calculation
The summary shows the payment plan, net price, VAT and the amount due today. Take a quick look before you send the link.
5. Link expiration
Decide how long your customer can use the link. Under Link expiration, choose either Never or set a unit (e.g. hours) and a duration. Once the link has expired, it can no longer be used to make a purchase.
6. Create and send the payment link
Click Generate payment link. With Send to buyer, you send the link directly to the email address you entered.
FAQ
Can I still change the product during the call?
Yes. Simply select a different product under “General information”. The buyer details you have already entered are kept.
Do I need to create a new payment plan in my product to offer different terms?
No. You adjust the price, payment type and plan name directly in the phone offer. Your product settings stay unchanged.
Can I offer several payment plans to choose from?
Each phone offer can have one payment plan. If you want to offer alternatives, simply create another phone offer.
Can I give different customers different terms?
Yes. Each phone offer is independent, so you can set the terms individually for each person.
What happens when the link has expired?
The link is deactivated automatically. In that case, simply create a new phone offer.
Still have questions about phone offers? Our support team is happy to help.
Good luck with your sales calls!
Your COPE Team