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 customized and flexible offering.

Add new 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.

You can download Option templates and 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; we support YouTube, Wistia, and Loom links.

 

Configure an Option template

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

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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.

Set up a grant option(s)

➡️ Set up a grant option(s) > Add > Select Grant template from dropdown > Edit if required > Save

  • In the invoice, the grant amount will be deducted from the total, and you'll see the final amount.

Template builder 1.1.png

 

  • The form will auto populate with the Grant template information, you can make edits as needed.

The Grant amount can only be amended via the Grant template.

The Grant amount must be less than the Grand total of the Proposal.

 

Setting up Finance

➡️ Set up finance > Add > Select the finance templatefrom dropdown  > Save.

In the Pricing section, the grand total and the finance breakdown will be shown, with calculations based on the values chosen in the representative finance plan.

When configuring the opportunity template, you will set the 'Send proposal template' and in that, you need to use the tag, proposal_portal_url.

 

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.

 

Download an Option template

➡️ Profile icon > Settings > Proposal > Option templates > View Download > File will automatically go to your browser download location

Financial information is not downloaded

 

Clone an Option template

➡️ Profile icon > Settings > Proposal > Option templates > View > Clone > Type Clone > Clone 

 

Edit a Option template name

➡️ Profile icon > Settings > Proposal > Option templates > View > Edit > Amend Template name > Save

 

Delete A Option template 

➡️ Profile icon > Settings > Proposal > Option templates > View > Delete > Type delete > Save