Tiered Quotes (Good/Better/Best)
Learn about creating and sending your customer tiered quotes in WIZniche
11 articles
- Tiered Quote: What Is a Tiered Quote?What a Tiered Quote is and why it exists — one proposal, three packages, one link.
- Tiered Quote: Setting Up Your Tiers (Good/Better/Best)How to configure your tier names, order, colors, badges, and default copy under Services and Prices.
- Tiered Quote: Tiered vs. Standard QuotesWhen to use a Standard quote versus a Tiered quote.
- Tiered Quote: Finding Tiered Quotes in Your Quote ListWhere Tiered Quotes show up in your quote list, and what's shown for each one.
- Tiered Quote: How Unselected Tiers Are HandledWhy the two packages a customer didn't choose are closed instead of cancelled.
- Tiered Quote: Understanding the Activity LogHow every customer action on a Tiered Quote is logged, and how the stage progress and notifications work.
- Tiered Quote: What Your Customer SeesThe swipeable, mobile-first experience your customer walks through when they open a Tiered Quote.
- Tiered Quote: Sending a Tiered QuoteHow sending a Tiered Quote sends one proposal instead of three separate quotes.
- Tiered Quote: Adding a DepositHow to require a deposit on a Tiered Quote package.
- Tiered Quote: Editing Each PackageHow each of the three packages in a Tiered Quote is edited on its own, including photos.
- Tiered Quote: Creating a Tiered QuoteHow to start a new quote as Tiered instead of Standard.