Create proposal variants
Offer your customer several variants in a single proposal – they pick one and accept it online.
Sometimes you want to give your customer more than one option – say the same service once as a flat rate and once in instalments, or a basic versus a premium package. That is exactly what proposal variants are for: instead of writing several separate proposals, you put the options into a single one.
The benefit: your customer picks the right variant and accepts it online – you only need one proposal, and exactly the accepted variant flows into the invoice.
For how a proposal comes together overall – from group lines to online acceptance – see Proposals.