Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Aug 9, 2019

Enhanced Upsell Functionality

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.  

  • Attach files
  • Guest
    Reply
    |
    Nov 14, 2019

    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?

  • +2