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๐Ÿ’ธ Offer optional services
๐Ÿ’ธ Offer optional services

Up sell or cross sell by offering optional services that clients can add or remove

Sav Pushparajah avatar
Written by Sav Pushparajah
Updated over a week ago

You can add optional services to your proposal and let your client add or remove them. It's a super simple way to upsell and cross sell.

In the edit view just click the toggle to enable an optional milestone, then select whether it should be added to the proposal by default, or whether it should just appear, allowing you client to add and accept. Simple!

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