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Create a consultation with multiple capacities
Create a consultation with multiple capacities

How to present multiple capacities within one consultation.

Ben avatar
Written by Ben
Updated over 3 years ago

How do I create a proposal with multiple capacities? 

To create a proposal with multiple capacities:

  • Complete the "Customer" and "Survey" portion of the Proposal App to arrive at the "Proposals" tab 

  • Next select your system type, followed by the capacity for the first proposal.

  • Next drag a bundle to any of the proposal options.

  • To add a bundle with a DIFFERENT capacity, simply select the new capacity you would like to include. 

  • Then drag the bundle with the new capacity  to the same proposal to offer multiple systems, or to an empty proposal option, and you have a multiple capacity consultation! 

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