Customers can add services to their bids by selecting the option inside of their proposals.

If you turn on the feature at Settings > Company Profile > Proposal Builder, then you can have a button in the proposal that allows a customer to add more services to their quote.

A few things to note:

  1. You must turn this feature on in order for your customers to have access to it.
  2. You can customize what the text inside the button says.
  3. Customers who edit their bid will do so inside of a modified smartform.
  4. Customers cannot change personal data… only add. Only admin can do that.
  5. Customers cannot change a quote that is already given. Only admin can do that.
  6. Customers cannot see any previous notes.
  7. You will receive a notification email each time a customer updates their bid.