How to let your client choose options in a quote
With interactive pricing, a single quote lets your client decide in the link: add or remove an optional line item, choose one alternative from a group (for example the Basic, Professional or Premium plan) and adjust the quantity within the range you set. The total is recalculated instantly and what they approve is what they chose. The unit price never changes.
Requirements
- Any plan.
- The Quotes permission in your role.
- A new quote, a draft or a new version with Modify and resend. Invoices don’t carry options.
Steps in the editor
- Open the quote in the editor and, in What are you quoting?, add your line items.
- On the line item your client will be able to choose, click Options for your client, the row’s button with the sliders icon.
- Check what your client can decide:
- Optional: your client decides whether to include it. With Included when the link opens you decide whether it opens in or out.
- Choose one (group). Type the same name, for example “Plan”, on each alternative, and check Opens selected on the one that should open chosen. Duplicate line on an alternative creates another one in the same group.
- Your client adjusts the quantity. Enter the Minimum and Maximum. The line item’s quantity is the one you propose and it must stay within the range.
- Click Done. The row shows its tags, for example Optional or Choose one: Plan.
- Save or send the quote.
Below the summary total, the editor notes that the total is the one for the selection the link opens with. If something can’t be chosen (a group with a single line item, no alternative that opens selected or a quantity outside its range), Cord doesn’t save and tells you which line item to fix.
What your client sees
Above the line items, the link says “Choose what you want: the total updates instantly and it’s the one you approve.” Your client sees a checkbox on optional line items, a radio button on each alternative under Choose one and a selector with − and + on quantities, with the range below it (for example “From 5 to 50”). The other line items stay fixed. Each change recalculates the total, taxes, deposit and payment plan.
With any option set, your client can no longer uncheck any line item: per-line partial approval is turned off. Without options, it works as always.
What happens on approval
- Cord checks the choice again against what you allowed and recalculates the total. If it doesn’t match, the signature isn’t saved: the link says the proposal changed and reloads the page.
- The quote becomes Approved with the total of what was chosen. What your client left out is marked Not included, and if they changed a quantity, the one you proposed is kept as “Proposed: 10”.
- The activity logs the signature with the total of what was chosen, and the signature’s fingerprint covers the selection.
- The deposit, payment plan, payment and invoice come only from what was chosen.
If you duplicate or renew the quote, the copy keeps the options and starts from what your client chose.
Common issues
- I don’t see Options for your client. You’re on an invoice: options are for quotes only.
- “The group “Plan” has a single line item.” Add another alternative with the same group or clear the group name.
- My client can’t approve. A quantity is outside its range or, with a payment plan, a payment falls below the minimum charge with that choice. If you changed the proposal while they were reading it, they must click See changes first.
- The summary total doesn’t add up every line item. It’s the total of the selection the link opens with, not of every option.