ClientPoint's Good Better Best Pricing Comparison tool allows users to import product information and pricing to deliver customized quotes quickly and easily. It helps you build a comprehensive catalog of your products. You can add product details such as SKUs, photos, descriptions, and pricing. This helps you create a centralized database of all your offerings.
Using the Good Better Best Tool
- In the main form, you will see 5 tabs: Basic Information, Products, Pricing, Add-ons, and Extended Warranty. Complete the form fields within the Basic Information area. Most of the fields will be auto-filled from the Info screen when you have added the recipient details.
2. In the Product tab, you have a feature to create 3 different Packages, which can be renamed by clicking edit or remove by clicking on hide as per your preference.
3. To add Products to your packages, click on Add Product. You will be taken to a menu of your Products. To add a product click on the + icon before the products to add them, you may search and select from any products within your Product Library as well.
4. Once you have selected your desired Products, you may uncheck or check the fields on the top that you like to include in your final document or you can change the sequence of your products from the left Action bar. You can also edit the Product Name, Descriptions, Category, Model, Tonage, Seer, Hspf, BTUH Cooling, BTUH Heating, Filter Size, Qty, Unit Price, and Price as per your preference if required.
5. When you have completed the configuration of your products and pricing, you may click Submit on the left bottom to generate the custom quote.
6. If you need to make any additional changes, simply click the Good Better Best tool on the left side of the Files Tab, then click Edit to go back to the tool form.
IMPORTANT: For best practice, we recommend adding your Products, Pricing, and other product-related information to the ClientPoint Product Library. For more information on how to set up your Product Library, click HERE.
If you do not have this tool please reachout to your Client Success Coordinator for a quote or email support@clientpoint.net.
Have questions? Please contact support@clientpoint.net.