Option templates allow you to present different choices or variations for a specific product or service that you sell to a customer. It enables you to create multiple options (such as Premium, Standard, Economy) within a template, each detailing the specific services, features, or pricing associated with that option. When creating a proposal for a customer, you can include these option templates to provide a more customised and flexible offering.

View setting

➡️ Profile icon > Settings > Proposals > Option templates > View

Add new Option template

You can either import the downloaded template, choose the "Add from Marketplace" option to use pre-defined templates or add a new template.

To add a new template,

➡️ Add new template > Complete side panel > Save.

Folder: The folder in which the template should be saved.
Name: Template name.
Customer display name: Customer sees this name in the proposal portal link.
Cancel/Save: You can click Save to store the template.

It is possible to have more than one pricing section on a single proposal.

Configuring the layout

You can use the Template Builder tool to design option templates based on the exact requirements you have.

Visit this article on the template builder to know how the templates can be configured.

➡️ Configure

Content blocks

Drag and drop the required fields from the Content blocks to begin building your content page.
Title & Text Area have extra formatting options once highlighted.
Click and block and use the 3 dots to the right for extra formatting.

Set up a grant option(s)

➡️ Set up a grant option(s) > Add > Select Grant template from dropdown > Edit if required > Save.

In the invoice, the grant amount will be deducted from the total, and you'll see the final amount.

The form will auto populate with the Grant template information, you can make edits as needed.

The Grant amount can only be amended via the Grant template and it must be less than the Grand total of the Proposal.

Setting up Finance

➡️ Set up finance > Add > Select the finance template from dropdown > Save.

In the Pricing section, the grand total and the finance breakdown will be shown, with calculations based on the values chosen in the representative finance plan. When configuring the opportunity template, you will set the 'Send proposal template' and in that, you need to use the tag, proposal_portal_url.

Add new Add-on

➡️ Add new add-on

Add-on name: Internal name

Customer display name: Your customer sees this name in the proposal portal link.
Save/cancel: Click Save to store the add-on.

Organising folders and templates

Drag and drop your templates and folders to keep everything organised. To move multiple templates and/or folders at one time, check the box next to the name before dragging.

Download a template

➡️ Download > File will automatically go to your browser download location

Financial information cannot be downloaded.

Clone a template

➡️ Clone > Type Clone > Clone

Edit a template

➡️ Edit > Amend Template name > Save

Delete a template

➡️ Delete > Type delete > Delete

If the template is already in use or linked to the cover page templates, you cannot delete it. Instead, you can only archive it. Once archived, the template will be hidden from the list of available options templates.

Archive a template

➡️ Delete > Type archive > Archive

Add new folder

By default, you will find a folder named "Option templates." Any templates not assigned to other folders will be grouped under this default folder.

You have the flexibility to create as many folders as you require, and within each folder, you can further organise your templates by creating subfolders. Click "Add new folder" on the left side panel to create a folder or subfolder.

Edit folder

➡️ Locate the folder > Change the folder name > Save

Delete folder

➡️ Locate the folder > Delete > Type Delete > Delete

FAQs on Option templates

Is it possible for a customer to select multiple options within a single proposal?

No, it's not possible for a customer to select multiple options within a single proposal. However, if they need to select the multiple options, you can use add-ons, which act as additional option templates within a proposal.

Here’s how to add add-ons to a proposal:

➡️ Go to the Opportunity page > Create/edit proposal > scroll to the bottom and click ‘Add new page’ > select ‘Add add-ons’.

When you click that, you'll be prompted to choose either a blank template or a predefined one. You can customise the selected template as needed. Once added, it becomes a global add-on in the proposal, functioning as an additional option template even if one already exists. All the added options and add-ons will then be listed in the proposal for the customer to select from.

I've added several add-ons and shared the proposal with the customer. How does it work?

You can add multiple add-ons to include them in a proposal. However, there are two types of add-ons that can be added when creating a proposal:

Pre-defined add-ons: These are set up in advance and can be added while building the proposal pages. These serve as global add-ons and can be included with option templates or cover page templates within a proposal on opportunity page.
Note: This option is available only when you create a proposal on the opportunity page.
Dependent add-ons: These are created directly using the in-built option available on the proposal page. They are specific to the option template they are added to and will only appear with that particular option.
Note: It is available through a predefined 'Option Template'.

When a customer views and accepts a proposal:

Pre-defined add-ons will be displayed with all option templates.
Dependent add-ons will appear only with the specific option template they were added to.