CMS Development

DAlaoui2
Member

Optout check box on quotes

 we include an optional labor warranty in our quotes. Our current practice is to add this through line items, and we intend to keep it as a standard feature in all quotes. However, we want to give customers the choice to decline this warranty at the time of signing, similar to how an airline offers the option to skip travel insurance with a phrase like "I choose not to protect my airline investment..."

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2 Replies 2
chrisgee
Participant

Optout check box on quotes

We can do this for you. It's similar in function to our modules seen here https://community.hubspot.com/t5/HubSpot-Ideas/Checkbox-option-for-Terms-amp-Conditions-in-Quotes/id...

 

Drops us a message. 

0 Upvotes
Jaycee_Lewis
Community Manager
Community Manager

Optout check box on quotes

Hi, @DAlaoui2 👋 Thanks for your question. Is your goal to add some type of conditional logic to display/not display the warranty? Or only add a “decline” checkbox and not affect how the warranty text is displayed?

 

Thanks for the additional information!


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