Packages are a great way for you to devise different combinations of services and upsells to sell to different niches and business sizes.
These are great starting points for you and your team to present to your clients.
You can choose to load up a package when you create a proposal.
This pre-loads the services and up-sells you have chosen to add to the package.
Log in to the admin area of your app.
Click Configure, then click Packages.
This draws up a list of your current packages.
To add a new package, click Add package template.
Alternatively, you can edit an existing one.
This creates your package similar to how you create a proposal.
You can then configure the basic settings so that your package is tailored to a particular annual revenue range, proposal type and letter of engagement.
📌TIP: You can still edit a package once you have selected it, this just serves as a good starting point for you and your team.
Go through and select the services you want to include in that package.
Use the roadmap feature and variations to be as complex as you need it to be. The system will store this info.
When you're done, click Save Package.
📌TIP: If you want to prevent certain services from appearing when you load your package toggle the included button off for that section or service.
Hiding line items
Hiding an entire section
To hide an entire section, you only need ensure the included button for the section is switched off. The status of the line items will then not matter.
Remember to save your changes.