Powerful Dynamic Estimates let your Clients choose the items & quantities that work best for them!

[Music] hello and welcome everyone this is Mike I'm the founder and CEO of SuiteDash welcome to Academy sessions these sessions are designed to help you by learning directly from experts in our community who have hands-on experience with SuiteDash what makes these sessions special is that they are hosted by SuiteDash experts from our community we've given these experts free reign to develop these presentations based on their actual experiences helping SuiteDash customers just like you and this allows for a truly authentic and practical learning experience each expert brings their own presentation style and perspective and that's what makes Academy sessions so valuable we've entrusted the host to shape the content in a way

That best addresses the common questions and challenges our customers face every day and this approach ensures that the information is not only practical but also deeply connected to real world use cases be sure to subscribe to SuiteDash on YouTube and follow us on all other social media channels to stay up to date on new features announcements and promotions okay that's my intro let's get on with the session today we're going to be covering Dynamic estimates from both practical and functional standpoint practically how are we able to put these Dynamic estimates to work for us in our business and functionally we're going to provide a loose explan ation of the

Underlying architecture and supporting elements of dynamic estimates we'll also learn about four key advantages in using Dynamic estimates with SuiteDash and finally we'll be showing you how to create a dynamic estimate in real time now practically a dynamic estimate is an interactive estimate that lets your clients select items adjust quantities if allowed and see realtime totals while giving you the option to require specific specific items and item quantities functionally Dynamic estimates combines the interactive elements of The Proposal Choice block and the quantity control mechanics found in Dynamic invoice items this gives you more control and flexibility over

Your standardized Services while your client gets to enjoy the comfort and flexibility to tailor certain elements of their transaction to their immediate and long-term needs now four key advantages of dynamic estimates in SuiteDash are upsell and cross sell opportunities decision customization offer standardization and speedier approvals upsell cross sell opportunities offer optional add-ons or premium services for additional Revenue decision customization lets clients adjust quantities for products and services like SEO or additional event tables standardized offerings lock in essential items like inspections site packages hosting and

So forth to ensure accuracy and completeness and finally the speedier approvals uses realtime totals to streamline client estimate approvals so with that foundational understanding out of the way we're going to go ahead and we're going to create together a new Dynamic estimate as you can see here I'm in our demo portal vanderlay Industries and all we'll do to move forward is head right over here to the office menu and click on estimates now for the sake of time in this tutorial I've already pre-built a dynamic estimate as you can see it's here in draft mode though all we need to do to begin creating a brand new Dynamic estimate is to go right up here and

Click this add estimate button and we'll offer choice of items SL Dynamic choice this gives the target the ability to select from offered items and or adjust quantities what we can also do is select the same option from this drop-down menu right next to the add estimate button though because I already have most of the work done in our draft Dynamic estimate I'm just going to go ahead and get to that so here I've already assigned a user title a valid until date and a converted invoice relative due date now what all this stuff translates to is this contact will have until this day to accept

The estimate and subsequently they'll have 7 days to pay the invoice generated as a result of their accepting that estimate down below as we can see I already have some preconfigured items and each of these items serve a very specific function the internal market research and Analysis item is what I would call our staple service Andor our non-negotiable this could be the base website package or an initial event space booking deposit functionally which I'll show here in a minute we are going to lock this particular item into the estimate that way when the contact views our estimate should they decide to accept it this item

Will automatically be included on the generated invoice next up we have our subscription item here and when it comes to subscription items in particular the quantity control mechanic offered by Dynamic estimates are extremely valuable one of the glaring reasons for that is because of course you wouldn't want your client to be double build for a singular subscription item that they have andless of course we're talking about multiple hosting accounts and so forth but that's getting too much into the weeds here now before moving on to the employee compliance training build per staff member another useful quantity control mechanic would be for example if you're selling blocks of time say you're a coach or a

Consultant and you sell blocks of your expertise in 5H hour increments in one rate but then if they want say eight hours then those three hours can be built at a separate rate and finally we're going to look at our employee compliance training build per staff member now we're actually not going to do anything with this due to the fact that we want our client to a be able to choose whether or not they even want this particular service and B provide for them a measure of control as to how many they want in this case this item will also serve to underline the real time totals mechanic that I mentioned earlier so with that let's lock our

Non-negotiable in place first in order to do that all we're going to do is go to the item that we want to lock into the estimate we're going to go right over here to this check bubble and we're going to write click as we can see this lock icon here is now locked and as we know the client will not be able to deselect this item in the estimate when they see it next we're going to head over and lock the quantity of our quarterly export documentation and compliance subscription item and all we'll do is go right over here underneath the quantities row we'll click this little lock icon and now that's locked into place as well they will not be able to adjust the quantity of this item when they view it

In their client portal I'm also going to go ahead and lock that quantity as well as I mentioned we're going to keep this item completely open and let the client decide whether they want that item and if so how many having put those controls in place we're just going to look at our totals here measure twice cut once I would say and everything looks good all of that looks good and of course down below we can adjust our communication settings for this Dynamic estimate we can send the clients an email notification when this estimate is saved in open status and we can also send them an email when the invoice is generated after they've accepted the estimate I'm not going to set these parameters here

So instead I will save this estimate as open now that the client knows they have an estimate waiting for them in their portal they go to their portal log in and they go over to their estimates they click on the estimate that's open and here's what they're met with they even see right at the top that this is a dynamic estimate and see below to make your choices okay so I'm David I'm looking over the estimate I see this international market research and Analysis this quarterly export documentation and compliance and employee compliance training okay well you know I don't want this international market research and Analysis so I'm going to go ahead and see if I wait

A minute I I can't it says this item is required and cannot be deselected okay I can understand that but we don't really need this quarterly export documentation and compliance we already do that kind of stuff in housee however it has been a while since we've updated our employee compliance training so let's add that now it says here build per staff member and it looks like I can update the quantity I need about five staff trained all right oh wow the subtotal all the different totals updated hm okay okay well now

That I think about it we actually need eight of our staff trained okay wow it updated that's great now we know everything is aligned it's super flexible I don't have to talk to somebody at vanderlay Industries about alternate pricing for additional training and the totals here line up with our budget for this project okay everything's looking good I'm going to go here and I'm going to confirm my choices oh yes I approved the choices and amount represented by this estimate wait a minute I was just hearing the other day that we have two staff members also coming on for additional compliance support so I'm actually going

To go ahead and I'm going to update this quantity here to 10 and we can still work with these totals everything's in budget looking good so I'm going to go up here and I'm going to approve the choices and the amount represented by this estimate oh look at that now all I have to do is just pay the appropriate invoice we hope you've enjoyed this walkthrough of dynamic estimates feel free to leave a comment down below about how this feature can be a game changer in your business and we look forward to serving you well into the future [Music]