Subscription packages in proposals | Voters

Subscription packages in proposals

complete

Violet Lightning

I'd like to be able to build different packages in a proposals that my client can select and then have an invoice generated from their selection.

Created by Erica Rosas

January 7, 2022

Jonathan Ramos

Merged in a post:

Client Option Selections on Proposals

Alexandra Brooks

It would be great to have a feature where the client when reviewing and signing the proposal can check a box or select or dropdown, radio button, etc...

Could be useful when the client needs to choose between different packages. For example they could pick from three different logo packages.

November 17, 2023

Jonathan Ramos

marked this post as

complete

We're excited to bring you Subscription Packages in Proposals! The old "Estimate" content block has gotten a shiny new makeover and is now called "Services". After adding Service block to your proposals, simply click "Add a package" to include more options.

Your clients can now easily select from the available packages, and the choice will seamlessly integrate into your generated invoices if automation is set up. Alternatively, you can create an invoice directly from the proposal with the chosen package.

Nyla Clement

Jonathan Ramos: Yay!! This is awesome. Now what's left for me to fully migrate is more accounting features. Looking forward to it.

Jonathan Ramos

Merged in a post:

Adding more than 1 fee summary block to a proposal

Wendy Hawks

It looks like I can only add one fee summary to a proposal. I want to have two for different possible plans of rates.

August 7, 2023

Jonathan Ramos

Merged in a post:

Packages and Brochures

Dan Ryan

I would love the ability to send out a brochure with different packages I offer based on form responses

August 7, 2023

Erica Rosas

Merged in a post:

Add more estimate block

Bea Reyes

It would be great if we can add more than 1 estimate block into proposals. This way we can quote option 1, 2, 3 and so on.

August 7, 2023

Erica Rosas

Merged in a post:

Give user acess to choose from multiple packages!

Tool Pur

I would like to request Multiple packages choosing as it is there in GoProspero!

July 24, 2023

Estelle Brunk

What about wages

Erica Rosas

Merged in a post:

More than one Estimate on a proposal

Marty Thierry

It would be nice to offer more than one estimate section. Or include one-time fee services estimate and then offer separate monthly services estimate.

June 7, 2023

Ingrid Carleton

This, or the ability for the potential client to select the packages they want and have it display the total for those selections only.

Tee Nicole

Ingrid Carleton: yes to this!!

Erica Rosas

Merged in a post:

Packages, Bundles in Proposals

Nyla Clement

The ability to create packages and bundles in proposals. I believe this would be a valuable addition to your platform, as it would allow users to create customized offerings for their clients more easily. Would you consider adding this feature to your software/platform? If this is already added please let me know.

May 3, 2023

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