This guide shows you how to:
Break a flat glass proposal into individual rooms
Let customers choose which rooms they want
Offer both full-project and partial options
Why Separate Proposals by Room?
For residential and commercial jobs, customers often want to:
See pricing per room
Choose only certain areas to complete
Compare full project vs partial options
This setup gives them flexibility while keeping everything organized.
Step 1: Create a Full-Scope Solution
Start by creating a solution for the entire project:
Add all rooms and services
Set pricing for the full scope
Click Save Solution
This gives the customer a “do everything” option.
Step 2: Create Individual Room Solutions
Now you’ll create separate solutions for each room:
Click Add New Solution
Enable Show full or partial scope
Uncheck all rooms except the one you want included
Select your film type
Set or use the calculated price
Step 3: Allow Rooms to Be Combined
Before saving each room:
Enable Allow Select Together
This is key. It allows the customer to:
Combine multiple rooms
Build their own custom scope
Click Save Solution
Repeat this process for each room.
Step 4: Send the Proposal
Click Send Proposal
The proposal is delivered via:
Text message
Email
Step 5: What the Customer Sees
When the customer opens the proposal:
The full project appears as one option
Each room is listed separately with pricing
They can:
Select the full project
Or choose individual rooms
Or combine multiple rooms
At the bottom, they can approve their selected options.
Example Structure
Full Home Tint (All Rooms)
Living Room
Kitchen
Entryway
Customer can pick any combination.
Key Takeaway
The flow is:
Create full-scope solution
Create individual room solutions
Enable “Allow Select Together”
Send proposal
This gives your customer flexibility while keeping your quoting process clean and professional.
