Quotes & approval links
Scheme options A/B/C — let the customer pick
Build two or three colorways of the same job and send them on one approval link — the customer flips between options and taps their favorite. Customers who see options side-by-side routinely pick the bigger scheme. (Pro feature.)
- 1
Finish your first scheme, then click "+ Option B" in the Scheme options row above Sections.
- 2
Option B starts as a copy — change colors and patterns freely. Sections and selections stay shared.
- 3
Click the A/B/C chips any time to flip between options; add a third with +.
- 4
Send the approval link as usual — the customer sees tabs for each option and their approval records which one they picked.
- 5
The pick shows up in your notification email, dashboard, and Sent proposals list.
Price the fancier option a bit higher in the quote notes — seeing it next to the basic one does the upselling for you.