Optional Quotes 🔄
Introduction​
Optional quotes in Amplifi-Qx Hub allow you to present alternative solutions to clients. By creating variations of existing quotes and marking them as optional, you can offer different options while maintaining clear tracking of alternatives.
Creating Optional Quotes 📋​
Duplication Process​
- Navigate to the original quote
- Click the options menu (â‹®)
- Select "Duplicate Quote"
- Enter new quote title (automatically prefixed with "Copy of")
- Click "Duplicate Quote"
Setting Optional Status​
After duplication:
- Access the options menu
- Select "Change Optional Status"
- Confirm the change
- The quote will be marked as "OPTIONAL QUOTE"
Managing Optional Quotes 🎯​
Quote Relationships​
The system maintains clear connections between:
- Original quote
- Optional variations
- Related opportunities
- Client communications
Best Practices 💡​
Creating Variations​
When creating optional quotes:
- Use clear naming conventions
- Document key differences
- Maintain consistent formatting
- Update pricing appropriately
- Review all calculations
Client Presentation​
When sharing optional quotes:
- Clearly identify alternatives
- Highlight key differences
- Explain benefits of each option
- Maintain professional presentation
- Document client preferences
Quote Comparison 📊​
Review Process​
Compare optional quotes through:
- Value comparison
- Margin analysis
- Solution differences
- Implementation variations
- Long-term implications
Client Decision​
Track selection through:
- Status updates
- Client feedback
- Selection documentation
- Archive alternatives
- Update opportunities
Return to Quotes Overview → Learn About Managing Quotes →
Remember
Optional quotes help present alternatives while maintaining clear tracking. Always ensure each option is properly marked as optional to avoid confusion.