Present multiple options to clients using Estimates

As a mobile app user in a sales capacity, I would like to present multiple options for a project so that the client is more likely to approve the transaction.  I would like the client to select the line item(s) he or she approves in the mobile app.  Upon winning the approved estimate, the items that were not approved should be tracked in a way that allows for follow up on non-sold projects in the future while not affecting the Win/Loss percentage for the field sales person.

1 comment

Please sign in to leave a comment.