How to show a client a cheaper option
Sometimes the client wants to save money, the product is out of stock, or delivery takes too long. Instead of searching for a replacement by hand and creating a new estimate, add an alternative to the current item: it appears as a branch under the main product, and the client picks the option that suits them.
- 1
Open the item
Open «Item details» for the product that needs an alternative.
- 2
Add an alternative
Click «Add analog». Choose how: «Add by URL», «Choose from wishlist» or «Select from catalog».
- 3
The alternative appears in the estimate
The product appears as a branch under the main one. The client sees both options and can compare price, lead time and specifications.
Good to know
- «Find alternatives» suggests similar products from the shared catalog by category, description, photo and style, so you don't have to search by hand.
- Alternatives are not only for saving money: you can offer an option with faster delivery or one already in stock.
- The client sees all options in one estimate, so there is no need for multiple versions of the document.
Related guides
Try it on your own project
Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.