Set Add-ons to multiple choice or single choice

Short summary

Use "Group type" to decide whether recipients can choose multiple Add-ons or only one Offer in a Proposal.

When to use this feature

Use this when you want to offer recipients:

• Multiple optional Add-ons they can choose together.
• One Offer from a set of plans or packages, such as Basic, Standard, or Premium.

Step-by-step instructions

1. In the Business Portal, go to Workspaces, then open the Proposal.

1. Select "Add-ons" from the Proposal sidebar.

1. In "Offers & add-ons", find the Offer Group you want to configure.

1. Open the "Group type" dropdown.

!Screenshot: Choose group type

1. Select one of these options:

• "Add-ons (multiple choice)" to let recipients choose multiple Add-ons.
• "Offers (single choice)" to let recipients choose only one Offer.

1. Add or edit items using "+ Item".

1. Select "Next" to continue to "Payment terms".

Notes & limitations

• "Add-ons (multiple choice)" is the default Group type.
• In "Offers (single choice)", recipients can select only one Offer.
• Selecting a new Offer deselects the previously selected Offer.
• You can switch from "Offers (single choice)" to "Add-ons (multiple choice)".
• You cannot switch from "Add-ons (multiple choice)" to "Offers (single choice)" if recipients have added more than one Add-on.
• After a payment is made for the selected Add-on or Offer, even partly, the selection cannot be changed.

Troubleshooting

Q: Why can the recipient choose only one option?

A: The Offer Group is set to "Offers (single choice)". Change it to "Add-ons (multiple choice)" if recipients should be able to choose multiple Add-ons.

Q: Why can’t I switch from multiple choice to single choice?

A: The switch is blocked if recipients have added more than one Add-on.

Q: Why can’t the selected Offer be changed?

A: Once payment is made for the selected Add-on or Offer, even partly, the selection is locked.

Q: What changes for recipients in single choice mode?

A: The Client Portal shows the page title "Choose Your Offer", and the action button changes from "+ Add" to "+ Select".