The Option Name and the Option Description may be set as Company Defaults in the Management Portal Custom Settings Section. Customize the Option Name and Description to best represent your company's selling style.
What happens if you don't make any changes?
- If no changes are made to the Option Name the Proposal will display "Option 1", "Option 2" and "Option 3".
- If the Description box is empty, the Proposal will display a summary of the equipment types selected in the proposal.
In the example below, the Option Default Name and the Description have been changed.
And here's how the Option Name and Description will appear in the Proposal:
Company admins should note that Comfort Consultants can personalize the Proposal Option Names and Description in the app to match their selling style and the needs of the customer.