In this video, learn how you can utilize alternates and options while quoting in D-Tools Cloud. By utilizing these capabilities you can provide your clients with things like recommended products or just a few options for them to choose what works best for them.
If you prefer written instructions, read these articles on Adding Alternates for an item within the Quote or Using Alternates to provide client selectable Options on your proposal.
Now that you’ve learned about how to create alternates or client selectable options, check out our video on how to create and share your first proposal.