Cone makes it easy to present multiple pricing package options within a single proposal, giving your clients flexibility and helping you close deals faster. This guide walks you through enabling, configuring, and managing multiple packages in your proposals, as well as the client experience.
Enabling Packages in Your Proposal
Create or open a proposal
Start by creating a new proposal or opening an existing one in Cone.
Navigate to the Services section
Go to the Services section of your proposal.
Enable packages
Find the
Enable packagesoption and click to activate itThis allows you to offer multiple package choices within the same proposal
Adding and customizing packages
Add package options
Once packages are enabled, you can add as many package options as you wish (e.g., Bronze, Silver, Gold)
Customize each package
Name: Give each package a unique name
Description: Add a description to clarify what each package includes
Services: Select and configure the services included in each package
Highlight a package: Mark one package as your recommended choice (e.g., Silver). This will be visually highlighted for your client
Edit and Manage Packages
You can edit, reorder, or remove packages at any time from the
Servicessection
Customizing the client view
Presentation control
Customize labels, headings, and choose which details are visible to your client
Preview
Use the preview feature to see exactly how your proposal and packages will appear to your client
The client experience
Viewing packages
When your client opens the proposal, they’ll see all available package options, with your recommended package clearly highlighted
Comparing packages
Clients can click on any package to view its details and easily switch between options to compare.
Selecting and signing
Clients select their preferred package
They can sign off directly within the proposal
The selected package is clearly indicated for both parties
After client acceptance
Accepted package
The chosen package and its services are marked as active and signed in the proposal
Review options
You can always review which package was selected and what was agreed upon, as well as see the other options you presented
Benefits
Simple & flexible
Easily present multiple options in a single proposal
Seamless client experience
Clients can view, compare, and select packages effortlessly
Faster deal closures
Make it easier for clients to choose, increasing your chances of closing deals