The following article will explain how to create options in your Scratchpad.
Scratchpad is a tool where you can create Options for your customers. It's important to remember that the scratchpad options are not binding, but rather a proposed solution developed between you and your client.
Follow these steps to begin creating the ideal option.
- Open the Scratchpad
- From the Home screen
- From the Quote screen
- Click 'Add Items'
- Navigate the catalogue to your first task
- Click on the options you would like to create
- You can create up to 6 options at once by selecting either A, B, C, D, E, F
- Click Add
- You've now added the task to your option