Creating Item Groups
Often you will want to reuse the same group of Items multiple times. These groups can contain both multiple choice and optional add-ons. Using the "Item groups" feature from the Items you sell page you can store templates that can be used and edited on individual Proposals.
The Item Groups page displays all of your saved Items with a button to create a new group. The total amount shown at the bottom of each group may show a range in the case where you use multiple choice or optional items.
When you create a group you give it an "name" for internal reference and a "description" that is shown to the customer.
You can select whether the Item is:
Required - Item is included automatically
Multiple choice - when applied to multiple items in the group the customer can click or tap to select the item they want out of all those marked in this way. You can also define which is included by default by clicking the circle to the left.
Optional - can be included or not. Ticking the box to the left means it is included unless the customer unticks it, if you uncheck it the customer needs to click or tap to add it on.
Using saved Item Groups
Once you have created an Item group when creating a proposal simply click "Search existing groups" to instantly add the stored group.
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