D-Tools

Create alternates for your items in the proposal to upsell your client 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

How to add a predefined 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

How to mark an item as Client Supplied in the quote

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

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