What would be the best way to give a client a good, better, best proposal?
Say I want to keep the core control system, AVR, cooling etc. the same in any given plan, but want to have different speakers to chose from or less/more expensive remote to offer, etc.
How would you suggest doing from one master proposal?
I normally just build the best proposal and then make a new project, clone the best proposal and adjust accordingly.
I also make large and small templates of the current products we are using to make it a faster process... But, templates can change a lot depending on how much your company changes brands...
Another way to do this: Create "Good" proposal-save & create revision, then find/replace with better options - save & create revision, then find/replace with best options. Once they are complete run delta against each project and generate a Upgrade Options Report (Rename change order report). Once the client chooses, promote the corresponding revision.--This was keeps you projects list from getting cluttered (yes,yes you can always archive or delete, but deleting gives me the heebeejeebees (ha! spell check wanted me to say cheeseparings--WTF)
Another way to do this: Create "Good" proposal-save & create revision, then find/replace with better options - save & create revision, then find/replace with best options. Once they are complete run delta against each project and generate a Upgrade Options Report (Rename change order report). Once the client chooses, promote the corresponding revision.--This was keeps you projects list from getting cluttered (yes,yes you can always archive or delete, but deleting gives me the heebeejeebees (ha! spell check wanted me to say cheeseparings--WTF)
hahaha, cheeseparings. What even is that. Oh, spellcheck...
I've never tried it this way. Might give it a shot. Thanks.
Good, Better, Best Scenario
Linear Mode
