Alternate Sets

How to use Alternate Sets to provide a choice between similar Items and make the customer choose their preferred one in the Proposal

Written by Ashok P
Updated over a week ago

An "Alternate Set" is a bundle of similar items you can create in your Catalog. Items can be products, labor types, or even packages. When added to the quote, the customer will see all items under the Alternate Set in the proposal and has the ability to choose their preferred one.

Example 1: An Alternate Set for ENS Security, Luma, and Engenius cameras.

Example 2: An Alternate set for a Premium price Home Theater package, a Mid-range package, and an Economy package.

Add Alternate Sets

You can add as many Alternate Sets as you wish in your Catalog. To add an Alternate Set, go to "Catalog > Alternate Sets," and click "Add alternate set" in the top-right. This will open the modal to add items from your Catalog or D-Tools Library.

Give an intuitive name and description to the set, add as many items as you want, and click "Create."

Now, open the Edit view of the set by clicking its 3-dot menu and "Edit." In the modal, you have the following options to define the set:

1 - Type of Set

Choose from "Mark an item as recommended" or "Mark all items as optional."

  • The former option will always include the recommended item or the customer-selected item in the set to the Bill of Material (BoM).

  • The latter provides the customer the option to skip the item selection in the set.

2 - Item Label

You can provide intuitive item labels and descriptions for the items in the set to encourage customers to make the right decision.

3 - Accessories and Labor

You have the option to let Cloud apply the exact accessories and labor of the recommended item to the customer-selected item when the customer selects a different item in the set.

Once defined, click "Save" to save the updates.

Alternates, a Valuable Sales Tool

Here are some of the benefits of using Alternates in the proposal.

Upselling with extra effort

One of the main benefits of item alternates is the ability to upsell on your proposal without seeming to come across as selling. This allows you to provide customers with options that are more expensive and allows them to realize that upgrading might only cost them $X more.

Engaging the customer

By providing your customer with options, you are allowing them to customize on their own time and think about how they want to customize their home. This gives them a good client experience and your recommendations make them feel in control.

Getting the customer invested in you

At D-Tools, we believe this is the most important reason. By getting your customers engaged in your proposal, they subconsciously become more invested in you, vs. the competitor that presented a printed document. It no longer becomes a question of who to work with, but what options they want to go with, increasing your closing rate, and selling more deals.

Efficiency and saving time

Iterating with the client can take multiple versions of quotes and this can take a lot of time going back and forth with the client. Allowing the options to be at the client's fingertips can save them time in helping them make their decision faster.

Adding Alternate Sets in the Quote

You can add alternate items in the quote in two ways:

1 - Adding predefined Alternate Sets created in the Catalog

Here, a predefined Alternate Set from the Catalog is added as an item to the quote.

Check out this article for more details.

2 - Adding alternates for an item

Here, you will have to define a temporary Alternate Set just for the quote. You have the option to save the temporary set in the Catalog along with the predefined Alternate Sets if you think you will need them in other quotes.

Check out this article for more details.

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