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Presenting Recommended Add-ons
Presenting Recommended Add-ons

How the customer will view recommended add-ons

Customer_Success avatar
Written by Customer_Success
Updated over a week ago

Suggesting upgrades on every quote drives higher sales and customer satisfaction.

On average, about 25-30% of all sold proposals have some kind of a recommended item included.

You can recommend an unlimited number of Accessories or a FlexJob in the same proposal.

How does it work?

  1. From App >> Presented Proposal >> Click for Details.

  2. Scroll to the 'We Recommend' section.

  3. Recommended item will have an Image, Name and Price + Monthly Financing

  4. Customer can click to 'Add to Proposal' / 'Remove' and see the total price/monthly financing update

  5. Customer can click on each Recommended card to read more about it

  6. Recommended FlexJob read more shows its Name, Description, Images, Included Products and any optional Customization text.

  7. Recommended Accessory read more shows its Image, Name, Media, and Description.

Example of Presented Recommended FlexJob next to an Accessory:

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