Add optional products¶
The use of optional products is a marketing strategy for cross-selling products along with a core product. The aim is to offer useful and related products to your customers. For instance, if a customer wants to buy a car, he has the choice to order an automatic opening trunk and massaging seats, or not to order such high-quality products and simply buy his car.
Add optional products to your quotations¶
With CoquiAPPs Sales, it is possible to add or modify optional products directly on quotations (under the Optional Products tab, as you can see below).
By clicking on the Customer Preview button, you will be able to see what your customers will have as possibilities after opening a quotation from their received email.
In practice, your customers will be able to add different optional products to their order by using associated carts, with a user-friendly layout. More than that, if a customer selects all the optional products suggested, these additional items will automatically fill in the quotation managed by the salesman.
Like this, salespeople will see each movement made by the customer and tracking the order will be all the better.
Add optional products to your quotation templates¶
Be sure to check out our documentation about Use quotation templates to understand how you can enable, create, design and manage your own quotation templates before reading this part.
For quotation templates, you also have an Optional Products tab where you can add related products or services.
With CoquiAPPs Sales, it is now very easy to understand your customer’s needs.