Creating Multiple Proposal Options

Creating Multiple Proposal Options

Category: Quotes

Summary: Offer the client a choice of variations (good/better/best, metals, stone types).

Step-by-step instructions

  1. On a quote click 'Add option' to create a new variation.
  2. Each option is calculated independently — metals, stones and labour can differ.
  3. Name each option clearly (e.g. '18ct Yellow Gold', 'Platinum', 'Lab-grown centre').
  4. When converted to a proposal, the client can compare options side by side and accept one.

Common issues

  • List view shows the highest-priced option — this is intentional, so revenue forecasts are conservative.

Related articles

  • Creating a Proposal
  • Accepting a Proposal Online

Likely search phrases

  • multiple options
  • good better best
  • variations
  • options
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