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How to Not Show Non-Included Items from Packages?

In this article, you will learn how to not show Non-Included Ity

Written by Bennah Marie Eliseo

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1. Click on "Proposals"

Click on "Proposals"

2. Select the Specific Proposals in Which You Wanted to Add Packages

Select the Specific Proposals in Which You Wanted to Add Packages

3. Open the Proposal and Click on "Add Package"

Open the Proposal and Click on "Add Package"

4. Click on "Package Name"

Write a name for the package you wanted to add (ex. Bronze, silver, gold), and write the description

Click on "Package Name"

5. On the Example, You Have Added a Bronze Package With the Example Product/Service

On the Example, You Have Added a Broze Package With the Example Product/Service

6. Now You Have Added Other Packages Like Silver and Gold

As you have observed, more products and services are included as the package upgrades

Now You Have Added Other Packages like Silver and Gold

7. Check On Your Customer View

You can see that other items are being marked (x) since they are not included on the other packages

Check On Your Customer View

8. For You to Be Able to Hide These Items Completely, You Can Edit Each Package By Clicking on the Three Dots on the Right Corner of Your Proposal

For You to Be Able to Hide These Items Completely, You Can Edit Each Package By Clicking on the Three Dots on the Right Corner of Your Proposal

9. Toggle on "Hide Non-Included Items"

Toggle on "Hide Non-Included Items"

10. Click on "Save"

Click on "Save"

11. The Line Items That are Not Included Are No Longer Visible on The Packages

Refer the image of comparison to step 7

The Line Items That are Not Included Are No Longer Visible on The Packages

If you need any assistance with this, please donโ€™t hesitate to contact DripJobs Customer Support or the HelpDesk.

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