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.

You can find out more on how this works and how you add services to your prospects or clients roadmap here.

By default, the system will display the fees against any roadmapped services in the proposal, however you can override these settings.

Exclude or Include Fees for Roadmapped Services

From the admin area of your app, go to Configure > Pricing Tool Setup..

..Scroll down to the bottom of this page to the upsell section settings.

Here you will see a dropdown enabling you to choose whether or not you want to display service fees in the roadmap section (additional services section).



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