TRANSCRIPT
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--- CLIP 2: Optional Line items ---
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we can also do optional line items
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So maybe the demo and prep will be optional or maybe we're gonna add one more line item
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Let's say we're gonna add some mulch installation
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And
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Let's say that it's a thousand square feet of mulch at three inches ten yards. Here's everything we got
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Let's say this mulch is optional, right?
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So the cut we want the customer to be able to pick if they want this mulch or not
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We just go to the three dots click make optional as you can see
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This toggle is added here when we go back to the proposal here
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You're gonna see that the client is able to select whether they want that or not
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So if we scroll down to the proposal
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You can see mulch has been added here and it's optional
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So the client is able to click this toggle to select it or unselect it
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However, you have it saved when you send it out is how the client will receive it
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this is going to update the total and the payment terms in real time and
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We have one other feature you can do for selections as well
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Selections is really cool because essentially any time a customer asks you to send multiple proposals for an item
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For example, let's say a client's a hey, can you give me a price of doing mulch versus doing rock?
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I want to see what the difference is
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Typically, you'd have to send out two separate proposals
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Now is that bit we've built a tool where you can send that all within one proposal
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I'm going to show you right now. The same thing can work for any service
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Selecting different types of materials
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different types of pavers
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Doing concrete verse pavers doing whatever the scenario would be for your company where they're going to ask you for two proposals
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You can use this feature right here to solve that and not have to send them to separate
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Proposals separate documents. Alright, so the mulch maybe instead of just being optional
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They want to be able to pick between mulch versus rock. Alright, so I'm gonna go to three dots
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I'm gonna remove the optional and
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Now when we click the three dots, you'll see there's a new option for setup selection options, right?
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so you're just gonna click on that and
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You can choose. What do you want to what do you want the client to be able to pick between I
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Could duplicate this mulch and I could change the type of the mulch so they can pick between different options
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That's what you would do when you're just wanting to pick between the different material type within the same item
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In this case, I want them to be able to pick between mulch and between rock so I'm gonna scroll down
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I'm gonna select the rock install
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I'm gonna click Save and now it's gonna give me these two options
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You have a few settings here call outs
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Photos on stuff like that. If you try to save here, it's gonna give you an error message
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Please select one of the options. You just have to click this selected button here to select one of these and then save
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What this does is it adds this little icon here and when we expand this you can see that there's mulch and rock side-by-side
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Now we already put in the mulch a thousand square feet at three inches. So now we just need to replicate that in the rock
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thousand square feet at three inches, but choose the type of rock and
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We are ready to go. So now when we come back to this proposal
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As you can see when we scroll down
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The client will now have the option to pick
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Which which item they want to go with if you want to hide these photos you can do that as well if you want to
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Change these photos just hover over this right here
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Click the pencil edit it switch it to the next one same thing if you want to adjust these photos