How to Offer Multiple Service Options in One Proposal Using Add-ons

1. Introduction

What this article covers:
This article explains how to offer multiple service packages or pricing options within a single proposal using the Add-ons and Price Quote features in Proposaly.io.

Who this is for:
Service providers, consultants, sales teams, and business owners who want to give their clients flexible choices directly within a proposal.

Why it’s useful:
Instead of sending multiple proposals or versions, you can present several pricing or service options in a single document — allowing your clients to select the option that suits them best. This makes decision-making easier and improves conversion rates.

2. Step-by-Step Instructions

Step 1: Set the Base Price Quote to Zero

1. Create a new Proposal or open an existing one.
    
2. Go to the Price quote section (right sidebar > “Price quote”).
    
3. Ensure the Subtotal, Discount, Tax, and Total Job Price are set to $0.00.
    
   • This creates a neutral starting point, with the actual value driven by the client's add-on selection.
   • You can keep discount or tax percentages if needed—they’ll apply to the selected add-ons.
      

✅ Why this matters: You're allowing the client to build their own package and define the final cost by selecting add-ons.

Step 2: Add Service Options as Add-ons

1. Navigate to the Add-ons section (right sidebar > “Add-ons”).
    
2. Click the “+ Add item” button to see your options:
    
   • Single add-on – Manually create one item (e.g., a service or package).
   • Bulk import – Upload multiple add-ons at once using a spreadsheet template.
   • Generate with AI – Use Proposaly.io’s AI to auto-generate service add-ons based on your business type or prompt.
      
3. When creating or editing a single item, fill in:
   • Title (e.g., “Trial Training Session”)
   • (Optional) Image – Upload a relevant photo for better presentation.
   • Description (e.g., “One-time 60-minute dog training session.”)
   • Unit type (e.g., Session, Package)
   • Quantity and whether the recipient can edit it
   • Unit Price
   • Valid Until (optional expiration date)
      
4. Click Save to add the item to your offer group.
    

💡 Tip: Use Bulk import if you have a standardized catalog of services, or Generate with AI for a fast, intelligent starting point.

Step 3: Group and Configure Your Offerings

1. Use the Offer group title to name your bundle (e.g., “Special Offerings” or “Training Packages”).
    

2. Under Add-on selection mode, choose one of the following:

   • Allow only one choice – client picks just one option from the group (ideal for package tiers)
   • Allow multiple choices – client can select more than one (great for combining services)

    

3. To add another group (e.g., optional extras), click “+ Add offer group” and repeat the process.
    

📸 As shown in the images, you can create visually appealing groups like:

• Trial Training Session – $120.00
• 5 Private Lessons – $549.00
• Group Training Package (10 Lessons) – $799.00
   

Step 4: Preview and Send

1. Once your add-ons are configured, click Continue or Preview to view how the client will see the proposal.
2. When you send the proposal, clients can interactively select their preferred option(s) before accepting.
    

3. Client Experience

When your client opens the proposal:

• They’ll see clearly grouped service options.
• They can select their preferred offer(s).
• The total job price will update based on their selection.
• You receive the proposal back with their choice(s) included — ready for fulfillment.

4. FAQs

Q1: Will selected add-ons automatically calculate the final price?
A1: Yes. Proposaly.io calculates the total job price based on the selected add-ons and applies any tax/discount rules you’ve set.

Q2: Can I include both fixed-price items and selectable options in the same proposal?
A2: Yes, but we recommend setting the fixed items in the Price quote section and variable options in Add-ons.

Q3: Can clients choose multiple add-on groups?
A3: Absolutely. You can add multiple groups with different selection rules for maximum flexibility.

5. Additional Resources

• How to Customize Your Price Quote
• How to Customize Currency and Measurement Settings in a Proposal
• Master Templates vs. Regular Templates in Proposaly

6. Conclusion / Next Steps

By using the Add-ons and Price Quote features together, you can offer a dynamic, client-friendly experience that empowers decision-making — all within one proposal. Set your base price to $0 and let clients customize their purchase.

If you need help setting up offer groups or formatting your pricing, reach out to our support team anytime.