An addon is an additional feature or service that complements the primary item (in this case, the boiler) and is automatically included in the proposal. Addons typically enhance the main product but are not necessary for its core function. Examples of boiler addons might include a thermostat upgrade, extended warranty, or water filter installation. Customers may choose to accept or decline these extras, but they’re presented as recommended or beneficial additions. Use addons to suggest complementary items that add value but aren’t essential.
Benefits
Boosts sales by offering additional products or services as addons.
Increase Customer Satisfaction by providing tailored addons.
Enhance proposal value with addons that encourage further purchases.
View Setting
➡️ Profile Icon > Settings > Proposals > Add-on templates > View
Creating a Add-on Template
Creating a custom template allows you to design it to suit various products, providing complete freedom over content organization, sections, and unique design elements. You can start from a blank template or use the marketplace to choose a prebuilt option
Start with a blank template
➡️ Addon templates
Click Add new addon template
Choose a Folder to save the template to
Enter the name of the template
Enter the Customer display name, this is the name your customer will see in the proposal portal.
➡️ Configure
Design your template
Use the relevant formating options to edit the template as required.
You can also load save layouts from your Content libary.
Complete the Pricing section.
Click the X to close the template and save the edits.
Using a prebuilt template
➡️ Add from the Marketplace
Preview the tempaltes and choose one suited
Click add Addon
Click the X to close the menu
The template will now display in the table.
Click Edit if you want to update the name.
➡️ Configure
Use the relevant formating options to edit the template as required.
Complete the Pricing section.
Click the X to close the template and save the edits.
Link an Addon to a Cover Page Template
Incorporate add-on templates in the cover page for upselling, giving customers multiple choices that complement the main proposal. If you have an addon that you always want to offer you can link in to the Cover page via the template to save adding it when building the Proposal.
➡️ Profile Icon > Settings > Proposals > Cover page template > View
Click Add new page
Click Add add-ons
Choose a blank add-on template
Select an existing one from the dropdown.
Managing Add-on Templates
Download Template
➡️ Download – Saves as a Zip file to your computer.
Clone Template
➡️ Click Clone > Type CLONE > Clone.
Edit Template Name
➡️ Click Edit > Amend template name > Save.
Delete Template
➡️ Click Delete > Type delete > Save.