A customer can view the service plans you add to the quote in the “Service Plan” section of the proposal. By default, this section is added at the end of the proposal. You can move this section in the proposal if needed.
The following instructions for selecting and accepting one or more service plans apply to both multimedia layout and quick quote layout proposals.
One plan
If the proposal has only one plan, the customer can view only that plan. They can view the plan features, plan length, and billing frequency options.
Multiple plans
If a proposal displays multiple plans and any of those plans have alternate options, the "Recommended" plans appear at the top, with the alternate plans listed below.
By default, the alternate plans are not expanded. When the customer clicks the "View alternates" arrow for a plan, they can view the features, notes, plan length, and billing frequency options for the alternate plans.
You can show alternates by editing the "Service Plan" section in the proposal's Edit view.
Selecting a plan
The recommended plan(s) are selected by default. All alternate plans show “Select” buttons.
The customer can click the button next to the desired alternate plan to select it.
Plan Length and Billing Frequency
After clicking “Select” for a plan, the customer can choose the plan length and billing frequency.
Plan length and billing frequency options display discounts if available. Cloud displays the amount payable by the customer, taking into account the discount applied to the plan length and the billing frequency the customer selected.
If you have enabled the "Include service plans" option in the Pricing Summary section and the customer selects the One-Time billing frequency, Cloud adds the plan's total value to the project's total value.
You need to collect payment for the project by invoicing according to the project payment schedule, and collect payment for the plan by invoicing according to the service contract schedule.
Accepting terms and conditions
If you have enabled the "Require client agreement" option in the plan, the customer needs to select the "By checking this box, I state that I have read and understand these terms and conditions" option below the terms and conditions.
Otherwise, they cannot accept the plan, irrespective of whether it is a project or a service opportunity.
If you have added the terms and conditions in a Terms & Conditions section of the proposal and allow proposal acceptance only upon accepting the terms and conditions, the customer needs to select the checkbox to accept the terms.
Check out this article for more details.
Accepting a plan
Accepting a service agreement or a monitoring agreement is part of the existing Proposal Acceptance workflow. The customer should click the “Accept & Sign” button to accept the proposal and the plans selected within it.
A service contract is created for every accepted service agreement and monitoring agreement on Cloud. The contracts are listed under “Service > Contracts” in the left navigation menu. You can start the contracts based on your agreement with the customer.
Check out this article for details about starting a service contract.
Declining service plans
Service-Only proposal
For a Service-Only proposal, the customer does not need to complete the "Accept Sign" workflow. The opportunity is “Lost.”
Product and Service proposal
If the customer does not want any of the plans listed in a project proposal, they can click the “Decline plan” button for each recommended plan. You can remove the option to decline plans by turning this off within the edit menu for the service plan proposal section.
If they decline the plans and then complete the "Accept Sign" workflow, the opportunity is “Won,” but a service contract is not created for the project.
When a service plan is declined, you see a "Declined" label next to the plan in the Quote details view.
