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Selling Packages and Optional Items
Selling Packages and Optional Items

Give clients the choice to choose between packages or add in extras to a pricing table

Rob Lucas avatar
Written by Rob Lucas
Updated over a week ago

Selling in Packages and giving your clients choice

If you sell packages or you want your client to be able to choose between multiple different options then this is for you.

Add your product to your pricing table like you normally would, click the settings icon to the left of the product name and when the sidebar appears on the right, switch on 'Make this a choice' and click Save and Preview". Once you've done this you'll see it looks a little different.

If you then add a second, third, fourth line item in that pricing table and make all of them choices, your client will only be able to select one. Then if they click a different one, the selection will move from one to the other and their total will update accordingly.

This is absolutely brilliant if you want to have someone choose the Gold, Silver or Bronze package for instance. Perhaps you'll use it to get the client to choose something non-monetary like a payment plan option or a delivery option. Get creative!

Setting up multiple sets of choices

To allow for multiple sets of choices, you'll need to add a new pricing table so that your next set of choices will work independently from one another.

To do this, click the + icon underneath your current pricing table and select the "Pricing table" option. This will create a new pricing table and you can follow the same instructions above to add your line items, set them all as choices and you'll now have 2 sets of choices. Repeat this process for as many sets of choices that you need and they'll be able to do this:

Forcing a choice from your client

By default, your client can sign the proposal without selecting any choices. If you'd like to force a choice so that a choice is required prior to signing, you can turn this on in the settings for that pricing table. Just click the Settings icon in the top right of the pricing table that has the choices enabled and select the "Force a choice" option in the sidebar and click Save and Preview.

Once enabled, if your clients try to sign the proposal without selecting a choice in that pricing table, they'll be presented with a prompt to select a choice before signing.

Increase that transaction value with add-ons

When sending proposals it can be very useful to build in optional extras, so your client can choose additional items or add-on products.

To create an optional item in a pricing table, add the product as normal. For a detailed step by step guide on adding products to pricing tables try here.

Once the Optional Extra is showing in the table, click the Settings icon to the left of the product name to bring up the sidebar, then tick 'Make this optional'.

When your client views the pricing table, they will see a checkbox by that item, giving them the option to add it to their total.

Alternatively: if you would prefer that optional extras are already ticked / included in the total price, they can be switched on so that your client needs to opt-out of them.

Simply preview your proposal before sending, and tick the optional extras required. Close the proposal, and these settings will be saved so when the client opens the proposal, they will be pre-selected. If your client wants to remove the product, they simply uncheck the green tick.

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