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Question

Custom Proposals with Collections

  • July 1, 2024
  • 1 reply
  • 5 views

Penny Schaaf
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Hello! Is there a feature….or a feature to be released that accommodates Custom Collections for clients with multiple options? For example, I create custom proposals for the clients. I’d like the option of creating 3 collections on one proposal, that allows them to select and proceed with the collection that best fits their needs. 

 

Thank you!

1 reply

  • July 2, 2024

Hey Penny! Justin with the help center team here. Can you tell me more about this?

I ask because it sounds like you could make services work for ya. You can include multiple services within a proposal, then whichever services a client selects will get added to an invoice. Is this on the right track for what you need, or something else?