Using Add-ons in Proposaly

Introduction

What This Article Covers

This article explains how to use Add-ons in Proposaly to offer optional items or services within a proposal. It also covers how to enable recipients to adjust quantities or choose whether to include specific add-ons.

Who This is For

Sales teams, proposal creators, and business professionals who want to provide flexible pricing options to clients.

Why It’s Useful

Using Add-ons makes proposals more dynamic by allowing clients to customize their purchase, increasing the likelihood of closing deals by catering to individual needs.

Table of Contents

1. What Are Add-ons?
2. Adding Optional Items or Services
3. Allowing Recipients to Edit Quantities
4. Letting Recipients Choose Whether to Include Add-ons
5. Using Add-on Selection Modes
6. Reviewing and Confirming Add-on Selections
7. FAQs

What Are Add-ons?

Add-ons in Proposaly are optional items or services that clients can choose to include in a proposal. These can be one-time purchases, recurring services, or additional features that complement the main offering.

Adding Optional Items or Services

Step 1: Open Your Proposal

1. Log in to Proposaly.
2. Select the proposal you want to modify or create a new one.

Step 2: Navigate to the Add-ons Section

1. Click on the Add-ons tab from the right-side menu.
2. Click the + Add add-on button.
3. Choose an option:
   • Single add-on – Add one add-on manually.
   • Bulk import – Import multiple add-ons.
   • Generate with AI – Automatically generate add-ons using AI.

Step 3: Add an Add-on

1. Enter the Title (required).
2. Optionally, click Click to add image to upload an image.
3. Enter a Description and Unit type (if applicable).
4. Set the Quantity and unit price.
5. If you want recipients to modify the quantity, check Recipient can edit quantity.
6. Set a validity date if required.
7. Click Save.

Allowing Recipients to Edit Quantities

Step 1: Enable Quantity Editing

1. In the add-on creation panel, locate the Quantity field.
2. Check the box for Recipient can edit quantity.
3. Set a minimum and maximum quantity (if applicable).
4. Click Save.

Expected Outcome

Clients will be able to modify the quantity of the add-on before accepting the proposal.

Letting Recipients Choose Whether to Include Add-ons

Step 1: Mark Items as Optional

1. In the add-on section, find the add-on.
2. Ensure it is not set as a required item.
3. Click Save.

Expected Outcome

Clients can select or deselect the add-on before finalizing their proposal acceptance.

Using Add-on Selection Modes

1. Locate the Add-on selection mode dropdown.
2. Choose one of the following:
   • Allow multiple choice – Clients can select multiple add-ons.
   • Single choice – Clients can select only one add-on (ideal for packages or plans).

Expected Outcome

The selection mode determines how recipients interact with add-ons, allowing them to select one or multiple options.

Reviewing and Confirming Add-on Selections

Step 1: Preview the Proposal

1. Click Preview to see how the proposal appears to recipients.
2. Ensure that add-ons are correctly marked as optional and interactive.

Step 2: Send the Proposal

1. Click Share and confirm recipient details.
2. Clients will receive an interactive proposal where they can modify add-ons before approval.

Step 3: Monitor Selection Changes

1. Navigate to the Proposal Activity tab.
2. Track client selections and modifications.

FAQs

Q1: Can I limit how many add-ons a client can select?

• Yes, you can set quantity limits per add-on and restrict selection to a single choice.

Q2: Will clients see real-time price updates when selecting add-ons?

• Yes, the total price will update dynamically as they make selections.

Q3: Can I make some add-ons mandatory?

• No, add-ons are optional by definition. To make an item required, include it in the main pricing structure.

Q4: Can I offer discounts on add-ons?

• Yes, you can manually adjust the pricing or apply discount codes.

Additional Resources

• How to Create a Proposal in Proposaly
• How to Use the Insights Dashboard in Proposaly.io

Conclusion

By using Add-ons in Proposaly, you can offer flexible pricing options and empower clients to tailor their proposals to their needs. If you have further questions, visit our Help Center or contact support.