Quote options
Offer Good, Better and Best on one quote, plus optional extras. The customer picks and signs their choice.
Some jobs have more than one right answer. Instead of sending three quotes, put the choices on one quote: options such as Good, Better and Best, and optional extras the customer can add. The customer picks one option, ticks any extras they want, and signs what they chose.
Quote options are part of quoting.
Building options
On Add quote, or when you edit a quote, add your line items as usual, then tap Add option. The lines turn into option tabs. The first tap adds two options, Good and Better, each with one empty line. Tap Add option again for Best, and so on, up to ten options.
- Lines you typed before stay under Included in every option. The customer gets them whatever they choose.
- Part of on each line moves it into an option, or back to Every option.
- Name each option. You can add a short description, like “Lifetime warranty”.
- Tick Recommended on the option you would pick. Only one can be recommended. It is the one the customer sees selected first, and the one the quote is priced at until they choose.
- Remove option takes the option away, with its lines, after you confirm. Removing the last option turns it back into an ordinary quote.
While you edit, each option shows its running total and the quote reads “from $X to $Y”. Once you save, the figures are the ones worked out on the server, tax included.
Optional extras
Tick Optional on any line to make it an extra the customer can add, like gutter guards or an extended warranty. An extra is never in the price until the customer ticks it. An extra inside an option can only be added with that option.
Discounts and deposits
- A discount comes off whichever option the customer picks, so it can’t be more than the cheapest option.
- A percent deposit is worked out on the option the customer chooses. A fixed deposit is the same whatever they choose, and can’t be more than the cheapest option.
Templates
A quote template can carry options and optional extras too. A quote made from it starts with them.
What the customer sees
On the signing link you send (Request Signature, or sending a quote that needs a signature), the customer sees:
- the lines included in every option;
- the options side by side, stacked on a phone. Each shows what it includes, its total, and which one you recommend. The recommended option is selected to start with;
- the optional extras as tick boxes, with their prices;
- the total for their choice, which updates as they pick. The deposit updates too.
They sign their choice. If they change their mind before signing, they tick the consent box again, because it names the new total. After signing, the confirmation and the signed PDF show only the option they chose and the extras they added.
The quote PDF (download or email) shows every option with its own total while the quote is open, and the total as “$X to $Y”. Once the quote is accepted, it shows only what was chosen.
In the customer portal, the quote shows every option with its total and the recommended one. Choose & sign opens the same signing page. The portal never accepts a quote with options on its own.
Accepting on the customer’s behalf
When the customer tells you their choice by phone or in person, record it:
- A quote that doesn’t need a signature: tap Accept Quote. Pick the option they chose and tick any extras. The total shown is the price for that choice. Tap Mark accepted.
- A quote that needs a signature: tap Get Signature Now. Pick their option and extras first, then hand them the device to sign. The consent sentence names the total for that choice.
A quote with options can’t be accepted without a choice. The app always asks for one.
After it is accepted
- The quote is locked at the price of the choice. To change the option afterwards, send a revision.
- Create job copies only the accepted lines: the chosen option, the lines every option includes, and the extras the customer added.
- An invoice made from the quote bills only those lines.