Forum Discussion

DWPGINC's avatar
DWPGINC
Contributor 3
6 months ago
Solved

Feature Request: Group multiple line items into a single option

All of our individual line items could stand alone as a billable service. But sometimes the customer needs different options for the same scope of work. Grouping multiple line items together as a single option would allow us to present multiple options on a single quote. This would help with presentation, and KPI's. Currently I have to write multiple quotes for the same scope of work and its killing my conversion.

I hope I've explained this correctly.

         

 

  • krista's avatar
    krista
    6 months ago

    Hi DWPGINC​ Thanks for flagging this! One thing that might be worth a try is the "add text" option on Quotes. They should allow you to break up groups of line items into sections.

    If this doesn't work for you, please reach out to our Success team at 1-888-721-1115 option 1 or support@getjobber.com we would love more about how we can improve quote formatting to increase conversions. 

1 Reply

  • krista's avatar
    krista
    Jobber Support Team
    6 months ago

    Hi DWPGINC​ Thanks for flagging this! One thing that might be worth a try is the "add text" option on Quotes. They should allow you to break up groups of line items into sections.

    If this doesn't work for you, please reach out to our Success team at 1-888-721-1115 option 1 or support@getjobber.com we would love more about how we can improve quote formatting to increase conversions.