What Is The Roadmap Section?

The Roadmap section is the final section of your clients proposal and contains services they might want to consider in future, but aren't quite right for now.

More on how this works and how you add services to a roadmap here.

By default, the system will display the fees for any recommend services in your proposal, however you can override these settings.

Changing The Fees

Step 1. Go to Configure > Pricing Tool Setup

Step 2. Edit the upsell section settings

Scroll down to the bottom of this page to the upsell section settings. You will see a dropdown enabling you to choose whether or not you want to display fees in the roadmap section.

Step 3. Save your settings

Fees will no longer display in the roadmap section of your proposal.

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