(This feature is only live on the pro package. Contact sales to upgrade. Find costs here.)
How to add optional extras (up selling) to a quote.
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Steps to add optional extras (up selling) to a quote
- Find the quote. Click here to learn how to do this.
- Scroll to the quote section
- Click the "+ Add optional extras" button.
- Add the optional extras to the quote.
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The optional extras will show on the customer for the quote to view.
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