Offering Options in Knowify Proposals

If you need to offer options within your proposals, Knowify has some tools to help! You’ll still want to add the options as their own line items, however you can set the value of the line item to $0 so that it does not factor into the total proposal price. The price for the options should be included in either the line item name or in the line item details.

options2 Offering Options in Knowify Proposals

 

You even have the option to hide the line item prices so that you aren’t displaying any $0 values, and instead will just have the list of line items with the total proposal price at the bottom.

hidelineitemsubtotals_options Offering Options in Knowify Proposals
options3-1 Offering Options in Knowify Proposals

When you send the proposal out for signature, if your client chooses the Accept&Sign or request revision option, they will be able to leave a note/comment. This would be an area they can use to list any of the options that they are choosing, so that you will be notified as soon as they submit their request from the E-signature page.

options4 Offering Options in Knowify Proposals

 

In the job’s logs section: 

options5 Offering Options in Knowify Proposals

 

This is just one of the many ways you can use Knowify’s many features for the end result you need. If you have any questions about this, please email support@knowify.com for further assistance!