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Created by Guest
Created on Mar 8, 2023

Multiple options available on quotes

As we sell customized solutions, we would like to make quotes showing various options the customer could select. When options are selected, it will show the correct amount.

Also useful to offer two different products and let the customer select what he prefers

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    Andrew Ardron
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    Mar 13, 2023

    While we dont have a perfect answer to this, you could try our Quote Grouping feature. Several customers use that for this use case. I.e. within a single quote you can create a group for "Option A" and one for "Option B" and another for "Optional Extras".

    This might give you what you need.

    https://docs.prospect365.com/en/articles/2991179-adding-quote-groupings-to-a-quote-preview