D-Tools

Create alternates for your items in the proposal to upsell to your customer and engage them to become more invested in you

Using Item Alternates to provide client-selectable Options on your proposal

How to add alternate items for an item within the quote

Adding alternates for an item

How to add a predefined alternate set to the quote

Adding an alternate set to the quote

How to mark an item and even an entire location or system as optional and let customers decide if they want them included in the project

Marking an item or location as optional

How to mark an item as Client Supplied in the quote

Marking an item as Client Supplied

How to provide alternates for a product currently at the customer site and let them decide on whether they want to upgrade it

Providing alternates for customer owned products

How to mark items in a quote as non-billable

Marking items as non-billable

Ashok P

Kimberly Craven

Learn how to add and manage alternate, client-selectable, client-supplied, and non-billable items added to quotes

Alternate, Client-Selectable, Client-Supplied, and Non-Billable Items

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