A price label works for standard sales. When clients request several products, delivery, configuration or a custom package, a proposal should describe the combination and differences from the single-product price.
The shop does not need a contractor's complex structure. Product, quantity, services, terms and total can suffice. Do not let accessories and activities disappear inside an indistinct discount.
Start with needs and configuration
Ask how products will be used and which services are wanted. Equipment may need accessories and training; technology may need configuration and initial support. Do not assume everything belongs in supply price.
Identify agreed models and quantities. For unavailable products, verify alternatives' characteristics and compatibility. Stable descriptions help compare options without rewriting every proposal.
List price versus offer price
The list is a base; offers have specific quantities and terms. Retain the reference and choose how discount applies. Before promising a percentage, check full sales cost and remaining services.
At €1,000 price and €850 full cost, 10% discount leaves €900 revenue and €50 rather than €150. This teaching example shows that price discount and profit reduction differ. Assess more than the total visible to the client.
A readable proposal example
Suppose products cost the client €1,000, accessories €100, delivery €60 and configuration €140. Subtotal: €1,300 before taxes. A 5% discount on everything produces €1,235.
A products-only discount instead gives 950 + 100 + 60 + 140 = €1,250. Do not use a global percentage while implying it affects only one category. Your system must represent the actual treatment.
PreventivOk discounts apply at quote level. Separate line or category discounts are not promised. For another structure, check how to represent it accurately in the available workflow.
Options and packages
Separate options from the main total. For two configurations, identify products and services in each. Do not advertise a low price while hiding a necessary excluded service.
Describe package content and terms. Explain removable parts and consequences. Not every service is independent: configuration and training can depend on model or user count.
Delivery, availability and validity
Check stock and supplier prices in your own tools before sending. PreventivOk is not presented as stock, order or live availability management. The item catalogue supports proposals rather than proves physical availability.
Distinguish estimated delivery from terms validity. For site services, check access and schedule. Assess specialist sales and contractual matters for the actual case.
From shop counter to document
Collect the request in store, prepare lines and review the PDF. When quantities change, reassess services. An identifiable file with organised products and terms beats a message containing only total price.
After sending, track status and next action. Do not assume automatic reminders or reading detection. Negotiation still needs organising.
A client requests another configuration
Keep consistent references for identical parts and describe differences separately. A lower-specification product retaining services may change compatibility or setup time. Compare complete offers rather than product prices alone.
Identify the main alternative and excluded options. For a mixture of two proposals, summarise final configuration and check total. Do not edit the standard catalogue for one sale. Keep the sent version, track quote status and retain decision context in your tools.
Enter products and services, associate clients and apply quote-level discounts in PreventivOk. Verify discount base and price before sending. Create your next quote with PreventivOk.