Option templates

Purpose: Option templates allow you to present different choices or variations for a specific product or service that you sell to a customer. It enables you to create multiple options (such as Premium, Standard, Economy) within a template, each detailing the specific services, features, or pricing associated with that option. When creating a proposal for a customer, you can include these option templates to provide a more customised and flexible offering.

Please note:

  • You can download the option template and can share them across Commusoft accounts.
  • It is possible to have more than one pricing section on a single proposal.
  • For videos, enter the URL of the video, and we support YouTube, Wistia, or Loom links.

Related guides

📘️Opportunity templates

Related video

▶️Building proposals

Add new an Option template

  • Profile icon > Settings > Proposal > Option templates > View > Add new option template > Template name > Save. 
    • Option name: Internal name
    • Customer display name: Your customer see's this name in the proposal portal link.

Configure an Option template

  • Configure > Use Content blocks, Add new page and Page properties to create the Option template > X to Close.

Screenshot 2023-11-19 125832.png

Content blocks

  • Drag and drop the required fields from the Content blocks to begin building you cover page.
  • Title & Text Area have extra formatting options once highlighted.
  • Click and block and use the 3 dots to the right for extra formatting.

Add new Add-on

  • Add new add-on > Complete side panel > Save
    • Add-on name: Internal name
    • Customer display name: Your customer see's this name in the proposal portal link.

Clone an Option template

  • Clone > Type Clone > Clone 

Download an Option template

  • Download > File will automatically go to your browser download location
    • Financial information is not downloaded

Edit a Option template name

  • Edit > Amend Template name > Save

Delete A Option template 

  • Delete > Type delete > Save

Related guide:

📘️Option template builder