Introduction
This user guide topic covers setting up automatic add-ons to Service Plans and optionally available add-ons for a Service Plan.
What is an Add-On? An Add-On is a sales quote line item added to a sales quote when the sales consultant adds a Service Plan to their sales quote. For example, an add-on to a Service Plan for mobile phone contracts could be Roaming while overseas 2GB, or Apple Music, etc. Basically, they are add-on products to a Service Plan that create a differentiator to your competitors. You may or may not choose to charge for these add-on services.
Using Add-Ons for a Service Plan
The first step to create an add-on is to define the add-on in the Add-On Catalogue. Click on the Content Libraries menu in the User Dashboard and select the option Addons.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Managing and Assigning Add-ons for Plans - illustration c59e6bb2-31c3-48d7-995e-fe7464fb1008](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fcontracts_and_plans%2Faddons%2Faddons_for_plans_step_one.webp&w=3840&q=100)
To create a new Add-On, click on the New Item button.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Managing and Assigning Add-ons for Plans - illustration 3fa7b8e2-31c5-48df-9685-64e4dc2fa094](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fcontracts_and_plans%2Faddons%2Faddons_for_plans_step_wo.webp&w=3840&q=100)
You should now see the Add Item modal (as shown below).
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Managing and Assigning Add-ons for Plans - illustration 4b474fee-6923-4f91-b155-f8a252bbaa02](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fcontracts_and_plans%2Faddons%2Faddons_for_plans_step_three.webp&w=3840&q=100)
Complete the data fields required for your new Add-On. The following is the explanation of each data item:
Folder (Required data field): This dropdown field will make you place your new Add-On into a folder category; you can create a new folder by clicking New Folder (bottom left of the screen). It is important to organize your data well, especially if you are going to create a lot of Add-Ons. Think about how your data should be organized for the user. For example, categorise into meaningful folders, such as "Entertainment", "International Calls", "Data", etc.
Subfolder (optional data field): If there is a need to categorise further your Add-Ons, you can optionally create a subfolder
Addon Name (required data field): The Add-On Name is the name that appears to the Sales Consultant when they need to choose an Add-On to sell (when creating a sales quote in the Sales Quote Editor, or when the administrator is allocating an Add-On to a Service Plan). Try to keep this name short and quickly informative for Sales Consultants. Avoid long, cryptic, or difficult-to-understand language here, as it may make it hard for your sales team to understand when creating sales quotes
Description (required data field): This is an essential data item; the text will appear on the sales quote line item. Make this user-friendly and accurate as it will appear on your quotes to customers and needs to clear to a customer which plan is being sold
Price (required data field): This is the monthly price to be charged
Term (Months)Â (required data field):Â Enter the number of months the monthly price (above) will be charged. For example, if for 12 months, enter 12 in this data field. If this is a one-off charge, then type 1 into this data field.
Consumer Information Summary (optional data field): Upload a PDF file containing the terms and conditions relating to the use of this Add-On. This will automatically be appended to the price section of a Sales Quote when this Add-On is used.
Image (optional data field): Click on this icon to upload an image (e.g. icon) to represent this Add-On in the Sales Quote. This image appears to the left of the price line item in a sales quote. It is not mandatory to upload an image here, it is purely for aesthetics.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Managing and Assigning Add-ons for Plans - illustration 49607c70-87a3-4f58-af16-26529e573e49](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fcontracts_and_plans%2Faddons%2Faddons_for_plans_step_four.webp&w=3840&q=100)
After you have entered all your data for this new Add-On, click on the Save Changes button.
Assigning an Add-On to a Service Plan
After creating your catalogue of Add-Ons, you must assign the Add-Ons to a Service Plan.
Click on the Content Library menu on the User Dashboard, and select the Plans option (as shown below).
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Managing and Assigning Add-ons for Plans - illustration 55e7bac7-a529-45df-889b-f16058c45e4c](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fcontracts_and_plans%2Faddons%2Faddons_for_plans_step_five.webp&w=3840&q=100)
Click on the Edit option next to an existing plan (on the right of the row), or add a new plan by clicking the New Item button.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Managing and Assigning Add-ons for Plans - illustration 379a1fc1-da6c-4ffe-bfc3-dec9f6c7d87c](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fcontracts_and_plans%2Faddons%2Faddons_for_plans_step_six.webp&w=3840&q=100)
There are two types of Add-On fields; Included Addons and Optional Addons.
Included Addons - These add-ons will automatically be added to a sales quote when this Service Plan is added to a price table in a sales quote
Optional Addons - These add-ons are available for the Sales Consultant to add to a Service Plan inserted into a sales quote. It is up to the Sales Consultant and the customer to decide if these add-ons are to be included in the Service Plan being sold to the customer.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Managing and Assigning Add-ons for Plans - illustration 8aeae6cf-ddc9-4399-9c78-30361eb227fc](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fcontracts_and_plans%2Faddons%2Faddons_for_plans_step_seven.webp&w=3840&q=100)
Click into the Included Addons or the Optional Addons data items and you will see a dropdown list of the available add-ons that can be selected from the Add-On Catalogue. Select the ones required and they will appear in blue (as shown above).
Click on the Save Changes button to commit your update.