Clients often need to select one option from a predefined list, such as package choices or payment terms. Without a clear and intuitive way to make these selections, confusion can arise, and the process may become less efficient.

 

Steps to Set Up Radio Buttons in a Proposal

  1. Navigate to the Proposals Section

    • Log in to your Invoice Crowd account.
    • From the menu, select Proposals and open an existing proposal or create a new one.

  2. Add a Radio Button Field

    • In the document editor, drag and drop the Radio Button field into the desired section of the proposal.

  3. Customize the Options

    • Click on the radio button field to open its settings.
    • Add the choices you want your client to select from (e.g., "Standard Package," "Premium Package").
    • Set one option as the default, if necessary.

  4. Save and Send the Proposal

    • Save your changes and send the proposal to your client.

  5. Client Interaction

    • When the client views the proposal, they will see the radio button options.
    • They can select their preferred option by clicking on it. Only one option can be selected at a time, ensuring precise decision-making.