Options Proposals available on Plus & Premier Tier
In this article:
What are Options Proposals?
Options Proposals allow your Sales Team to upsell by adding recommended products and options. This provides flexibility for your customers, allowing them to choose the options that best fit their needs.
Set-Up Options Proposals
When adding an Item on the Job edit page, select the appropriate Proposal Level:
Proposal Level | How it displays on Proposal | Description |
Included (Required) | A static Item included in the Proposal that the Client cannot opt out of. This Item is locked as selected on the Proposal. | |
Recommended | A preselected Item that the Client can opt out of before accepting the Proposal. | |
Optional | An Item that the Client can choose to add on before accepting the Proposal. |
⚠️ When creating a standard Job, Items default to the Included Proposal Level. There's no account setting to change this default. To preset a different Proposal Level, use a Job Template with the desired level already set.
⚠️ Don't see the Proposal Level column? The Options Proposals feature may not be turned on for your account. Contact Support if you believe your account should have access. An account setting also controls where the Proposal Level dropdown appears during job entry, so check Account Settings if you can't find it.
How to Use Options Proposals (Client Perspective)
When reviewing a Proposal for acceptance, Clients can determine their selections to the right of the Proposal Acceptance module. Item Acceptance levels default to:
Proposal Level Type | Default Selection | Display |
Included (Required) | Checked (locked) | |
Recommended | Checked | |
Optional | Unchecked |
Clients can click boxes to check/uncheck desired Items.
Clients can click boxes to check/uncheck desired Items.
Once the selections are finalized, the Client must select Refresh Proposal so the changes are reflected on the Proposal document. After refreshing, checked Items show as Accepted and unchecked Items show as Declined. To remove a Declined status, the Client must select the Item again and refresh. There's currently no separate reset option.
When the Client is ready to accept the Proposal, they will click Accept Proposal and continue to payment.
🛑 Once the customer accepts a Proposal, their choices cannot be altered.
⚠️ The Accepted and Declined labels reflect the current Item selection, not the Client's final choice. Recommended Items are selected by default, so they may show as Accepted. Optional Items aren't selected by default, so they may show as Declined until the Client selects them. This is expected.
Options Proposals in Proposal Groups: Options Proposals can also be used within Proposal Groups. If a single Proposal in the group is accepted on its own, the Customer Acceptance email isn't sent. Accepting at the Proposal Group level does send it.
Recurring Jobs: Rejecting a Visit on a Recurring Job with Optional or Recommended Items works differently depending on the Estimation Type (Per Visit or Contract Total). See Rejecting a Recurring Job Visit.