Desking with and without options
D
David Hughes
Proposal with and without options/accessories
D
David Hughes
YES, with and without totals. 2 different. FTC laws...
Shelby Parker
Thanks for posting this, David Hughes — totally get what you’re aiming for here. Just to make sure we’re designing the right thing: when you say “proposal with and without options/accessories,” what decision are you trying to help the customer make (e.g., base vs upgraded payment/price, add-ons called out separately, etc.)? And in your process, when do you need to show both versions — during internal desking, on the customer-facing proposal, or both? Lastly, for the “without options” version, should it remove add-ons entirely, or keep them as optional line items with a separate total?