Optional Items in Estimates
D
David Miller
Have optional add-ons which can be selected with a check box. Selecting the check box updates the total estimate $ value.
One request shows as "Complete" back in 2024 but I don't see it in documentation or in the Settings how to make it a line item optional
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Y
Yaneck Wasiek
This would be really needed when sending short proposals/estimates. I can’t believe there are so few upvotes.
S
Sales & Marketing
Merged in a post:
Customer Can Select From Multiple Products/Services on Estimates/Invoices
K
Kade Platta
This would be perfect for long-term services where customers can either pay month-to-month at full price or select a discounted price for a 6-month or 12-month bundle.
This allows customers to compare multiple pricing options side by side on the estimate/invoice sheet... and allows them to take their time thinking over it and convince themselves to select a more expensive bundled option due to the lower monthly price.
Even better if there could be an option to display "monthly cost" next to the 6mo or 12mo bundles so it's easy to see how much money you're saving each month in comparison to the month-by-month option.
This is perfect for after a consultation zoom call where you mentioned specific things and want to create a curated list of options to select from.
This is HUGE and I'm surprised GHL doesn't already have this feature.
B
Benny Druin
This would be very helpful in the home service industry. being able to have optional items that the customer can choose without asking us to modify the estimate.