Empower Your Customers with Optional Items on Invoice Crowd

A Flexible Approach to Estimation In the dynamic world of business, flexibility can be a game-changer. Invoice Crowd introduces “Optional Items,” allowing your customers to personalize their estimates to fit their precise needs.

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Giving Control in the Hands of Your Client Our intuitive feature ensures that the estimating process is not just a one-way street. By turning on “Optional Items,” you’re empowering your clients to have a say in their service or product selection.

Select or Deselect with Ease

With a user-friendly interface, clients can easily choose the items they need and remove the ones they don’t, tailoring the estimate to their specific requirements.

Seamless Sign-Off

Once your clients have made their selection, they can effortlessly sign off on the tailored estimate, making the process streamlined and efficient.

Why Choose the Optional Items Feature?

Enhanced Customer Experience: Granting your clients the autonomy to customize their estimate makes for a more interactive and satisfying customer experience.
Increased Estimate Approvals: When clients feel they have control over their choices, they are more likely to approve estimates faster.
Clear Communication: Avoid any potential misunderstandings by allowing clients to actively participate in the estimating process.

Did You Know?

Boost Your Client Interactions with Optional Items Discover the transformative power of flexibility in estimates. With Invoice Crowd’s “Optional Items” feature, foster trust, improve communication, and streamline the estimation process.

Frequently Asked Questions

Is there an additional fee for using the Optional Items feature?

No, the Optional Items feature is integrated into your Invoice Crowd subscription at no extra cost.

How will I know which items the client has selected or deselected?

As soon as a client finalizes their choices and signs the estimate, you’ll receive a detailed breakdown of their selection.

Can I set a minimum number of items for selection?

The Optional Items feature is designed for complete flexibility, meaning clients can select or deselect any item you offer in the estimate.

Is this feature compatible with the Convert to Invoice function?

Absolutely. Once the client finalizes and signs the estimate with their selected items, the data seamlessly integrates with the invoice conversion process.