Flexpricer and Optional Salesforce Line Items

If sales users are wasting time with the standard product selector while adding line items on Quotes and Opportunities in Salesforce, but treating them as optional, use Flexpricer’s Optional Line Items interface instead. Flexpricer and Optional Salesforce Line Items let users designate any line item for an opportunity or quote as optional.

Flexpricer Benefits

Designate any line item on an Opportunity or Quote as optional, including Configurator Options
Optional line items are considered ‘additional’ and don’t contribute to the Opportunity or Quote Amount
Drag-and-drop to mark an optional line item as an ‘alternate’ to another line item

Flexpricer and Optional Salesforce Line Items

What are Optional Line Items and Why are They Useful?

In Sales Cloud, adding products to a Quote or Opportunity using the basic interface can be time-consuming and limited. Sales Cloud doesn’t offer functionality to easily mark products as additional or alternate.

Flexpricer enhances Sales Cloud with Optional Line Items for Opportunities and Quotes.

Sales Users can:

Click an icon on any line item to mark it as optional
Update a field on the line item to record its optional status
Use the optional status to change the presentation of the line item on quotes

Create Accurate Quotes in Salesforce

Without specialized tools, creating quotes with optional line items is challenging and prone to pricing errors. Flexpricer’s Optional Line Items provides:

A simple interface for designating line items on Quotes or Opportunities as optional
Optional Line Items saved as standard records with zero value contribution to pipeline/forecast
Additional information to manipulate the presentation of Optional Line Items on quote emails, PDFs, or other outputs

Optional Line Items as Alternates

Using the standard product selector in Sales Cloud, users struggle with adding line items for products that can be swapped out with others.

With Flexpricer, selecting line items as alternates for upsell or replacements is easy:

Add the line item to the opportunity or quote
Designate the line item as optional
Drag the line item on top of its alternate
A ‘swap’ icon marks the line item as an alternate, clearly presenting its price and differences

Standard Sales Cloud Objects

Flexpricer uses standard Sales Cloud objects. Your Optional Line Items aren’t locked in custom objects requiring additional licenses.

Track Optional Line Items using standard Salesforce reports and dashboards
Monitor how Optional Line Items affect win rates and average order values

Optional Line Items are commonly used by companies to present alternate or additional line items on Quotes in Salesforce without contributing to the total amount.