With proposal options, you can streamline your sales process by allowing clients to choose from A, B, or C options directly within your proposals.

Clients can pick the option that best suits their needs, enter their payment information, and sign, all in the one place.

Let’s run through some common and practical use cases that you can apply to your proposals.

Presenting different pricing options to your client is a fantastic way to build immediate upsells, or alternatively - provide various options to first capture your client, build the relationship, and then look to upsell in the future.

A great way to structure your options is to build standardised “packages” that contain different levels of service. This helps tap into a client’s loss aversion tendencies and subtly push them to make a choice.

Here are a few examples:

We recommend you build template proposals containing your various packages, so that you can duplicate the template and use it as a starting point when creating a new proposal with options. Then, you can customise it even further depending on the specific client’s needs.

When you build a New Proposal with pricing options, we strongly suggest you clearly define your services in your service library.

Providing different payment options to your client is also a great way to influence a purchase decision.

Your clients’ preferences and situations will be varied, and they may want the option to pay in different cadences for cashflow reasons, so it makes sense to provide options like:

You can also decide whether to include a discount if you prefer your clients to pay a certain way. The most common offering is a discount on a longer cadence (e.g. X% on Annual payments) as you will receive bulk of the cash in one payment.

When providing different payment options to your clients, we suggest including a paragraph around out of scope services in your terms and conditions to ensure that you are covered in case of scope creep.

If you are not charging fixed fees and/or are moving from an hourly based billing model, you can experiment with creating options that will provide greater transparency to your clients.

Through our extensive research, we’ve discovered that clients prefer the transparency of their billing and care mostly about the result rather than the number of hours it took to complete their services.

This can also be an opportunity to encourage your clients to move to a fixed fee engagement, which can be incredibly beneficial to your business.

When you are creating a New Proposal, proposal options can be found in the Services step. Open Show proposal options → click + Add Option to open a new option. If you would like to duplicate an existing option, click the three dots beside the first option → Duplicate option.

Once you have added at least 1 option, there are a few actions you can perform:

Enrich your proposal options by including add-on services, providing your clients with greater flexibility and choice.

Once your client selects an option within the proposal, they can access add-on services. These services are seamlessly enabled and associated with their chosen option.

To incorporate add-on services to a proposal with options, navigate to the Services step of the proposal editor. Learn more about proposal add-ons here.

When you wish to build a proposal with different options, we strongly suggest the following workflow:

Please note: Only the Service Name will be pulled into the options tiles; the Service Description will not be displayed in the option tile.

When you are finished completing your proposal with different options, you can examine how this will look like from a client’s perspective in the Presentation step.

Notice the live preview on the right-hand side, which will now display the options step in the mobile experience (due to page size limitations). If you’d like to preview the desktop or browser experience, click the Preview button - this will open a new tab that generates a preview from your client’s perspective.

Your businesses logo will be displayed in the top left-hand corner, and the options page pulls the primary colour that you have selected in Branding Settings in your Ignition account for a perfectly aligned branding experience.

If you wish to change something or realise that you have made a mistake, you can jump back into the New Proposal Editor and click into the Services step to make further changes.

If you have added more than one billing rule that is billed the same way, Ignition may potentially split this up in the presentation.

Services that are billed One Time will be grouped together, regardless of the date.

Services that have a Recurring cadence will not be grouped together unless they are under one single billing rule.

Once you are happy with how the options look visually, you can proceed to send this proposal to your client with full confidence around your pricing and presentation.