1. Choose the desired Proposal
2. Click on Add Line Item
3. Select the initial Product/Service to offer
4. Give a description of the Product/Service
5. Click on Save
6. Click on Add Optional Item
7. Select the desired "better" option
8. Enter a description
9. Enter the upsell price
Note: This would be how much more the "better" option would cost than the initial Product/Service.
10. Click on Save
11. Click on Add Optional Item
12. Select the desired "best" option
13. Enter a description
14. Enter the upsell price
Note: This would be how much more the "best" option would cost than the initial Product/Service.
15. Click on Save
16. Click on Notes
17. Click on Add to add a Client Note to the Proposal
18. Enter a note explaining the Good, Better, Best options
19. Click on Save
20. The Optional Add-On options will now be on the customer Proposal
21. The Client Note regarding the options will also be displayed
