The Upsell feature should work on documents also. Customers would really benefit if they could configure the Upsell product recommendations list onto your proposal/quote document. For example, when a customer enquires about product XYZ, you could configure your PDF/Word document with a 'People who purchase XYZ typically also buy.. *Insert Upsell Products*
This idea was derived from a printer company who will quote machinery over email/pdf and would like to outline to customers they also stock ink and parts for example. I believe it would really provide value to the system.
This additional Upsell feature to be included on word quote templates would be great for industries where written confirmation of a price quote is essential such as the NHS Procurement. This would be a much used feature for us. Please, please include?