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Products, Services and Quotes

You can add more than one quote to a proposal, and this is a great way to offer a cross-sell or up-sell, or a good/better/best set of options.

When you have more than one quote on a proposal, the quotes will have checkboxes next to them to allow you to present which options you’ve preselected to the prospect, and to allow the prospect to make the final selections.

How does this compare to user-editable quantities?

Quotes allow you to package up a whole solution. With multiple quotes, you are giving people the ability to pick one or more solutions.

User-editable quantities on line items just impact that one part of the solution.

You can, of course, combine the two.

 

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Yes. You can then select from this catalog to create quotes, so you have a standardized way of managing offerings and prices.

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A proposal can have one or more quotes. (Actually, you can have a proposal without any quotes, but then you don’t get the advantage of Mimiran computing the appropriate pricing.)

You can even think of a proposal as being one or more quotes, with some additional content.

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Yes. And this is often a great way to boost win rates and average selling price.

If you do this, the customer must select at least one option to accept the proposal.

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