We are looking into ways to present proposals that contain multiple packages/tiers for different services. For example, we have a Lawn Opportunity Template that has three tiers (Renovation, New-Hydroseed, New-Sod). This way we can essentially create three proposals, using the same take off, and provide the customer with options to choose from. The presentation of this with our current opportunity layout is kind of messy looking in my opinion. I am wondering if anyone else has found/made an opportunity layout that might look better. Any opinions on layouts in general are appreciated!
Question
Opportunity Layouts - Packages/Tiered Options
+4
+22Hey Hunter! I’ve built a lot of custom layouts for my company & other companies, I’d love to see if I can help you
+4Hey Hunter! I’ve built a lot of custom layouts for my company & other companies, I’d love to see if I can help you
I would appreciate that! It’s fun to see how others have found ways to use the system
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