FieldPulse’s variant proposal feature offers tiered pricing options for side-by-side product comparisons. It allows your customers to easily visualize and understand the differences, benefits, and features associated with higher pricing options, while being able to compare lower-priced or value offerings simultaneously. With this feature, your techs will be able to quote up to five different product or price level comparisons to your customers on the spot.

To begin using Variant Proposals, you'll first need to enable it. Start by clicking on Company Settings and selecting Features & Plugins. Navigate to Variant Proposal (Good, Better, Best) and select Enable. Now you're ready to begin building your own variant proposals!

To begin, give your variant proposal a title and attach a customer. If you expect to use this variant proposal multiple times, toggle on Save As Variant Proposal Template to easily build future proposals from this variant proposal in the future.

Note: If you have created templates and want to use one, select Import Template to select a template to build your variant proposal from.

Now, you can enter your differing options. You can include 2-5 choices for your customer. You must title each option and provide a price. Optionally, you can include a footnote, photo, and a description for each option as well.

If you'd like to add another option to your variant proposal, select Add Items at the bottom of your screen.

Once your proposal is completed, select Save Variant Proposal towards the top of your screen.

After creating your proposal, you'll be able to view your proposal record. Use the options at the top of the record to perform additional actions.

Select Actions to have the additional options to create an estimate, invoice, dynamic proposal (if enabled), or duplicate the variant proposal.

Another way to create variant proposals is through an estimate. Once in a new estimate, select Add Estimate Option. Be sure to 2-5 options on your estimate in order to successfully use a variant proposal. Complete each option as you normally do on your estimates, and then save your estimate.

Now, select View Estimate at the top of your Estimate Record.

Once you are viewing your estimate, use the menu on the right side of your screen to change from Traditional Estimate to Variant Proposal.

You will now be able to preview the variant proposal that will be sent to your customer. If you are happy with this preview, you can show it to your customer in the field or email it to them.

You can also create a variant proposal from a Pricebook! To begin, select Pricebooks from the left-side of your screen and open your desired pricebook.

Navigate to your desired category and select Open.

Before clicking on any items, click Multi-Select. Now, select 2-5 items that you would like to compare in a variant proposal.

After selecting your items, navigate to the bottom right corner and press Next. You'll now be presented with a menu to choose what to create with your selected items. Be sure to select Variant Proposal.

All the details from your selected Pricebook items will be automatically populated into a variant proposal. Simply add a title, add a customer, and any other details you'd like to include. From here, proceed as normal with your variant proposal.