Packages

Using packages gives you flexibility and puts you in control with how clients view and interact with your quotes.

Adding a section

First build out the different sections that you’d like to show. To add a section, click on the + at the bottom of the section you’re working on. For quote building fundamentals, see this article.

Once you’ve built all the parts of your Package, click the green Selection icon on the upper-left of your block and choose the option for your needs: One Combined Package, Multiple Choice, or Single Select.

One Combined Package

For a full quote with all sections included in your total, select One Combined Package. The total will reflect all packages combined.

Multiple Choice

To allow for multiple selections (ie optional packages) choose Multiple Choice. When you send your quote to your client, they have the option to select all of the packages that they want to buy.

Single Select

If you have tiered pricing for different levels (ie. Silver, Gold, or Platinum) and you want your clients to choose only one, single select gives your clients one option.

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