Well PlatformOwner deskFinwellJuniper Ledger Co.
Proposals

Proposals

Offer each prospect up to three options, Good, Better and Best, side by side. The option the client chooses sets the proposal's monthly value.

Open proposals
2
With options
1
Signed
1

Lee Okafor · Final expense

Draft

No options yet. Add Good, Better and Best below to let the client compare.

Dana Ruiz · Medicare supplement

Issued

Good · Plan G

$149.00 a month
Hospital and doctor coverage

Better · Plan G with dental

$189.00 a month
ChosenPlan G · Dental and vision rider

Best · Plan G, dental and annual review

$229.00 a month
Plan G · Dental and vision rider · Annual coverage review

Add or change an option

Saving an existing tier replaces it.

Option

One item per line.

This is the demo practice; nothing here is saved.