To facilitate this process, these choice moments are organized as 'decisions' on the platform. Within such a decision, you can upload one or more proposals (quotes), submitted by your team or by the involved (decision-making) partners. The customer can then easily view and approve these proposals.

The customer immediately sees which decisions still need to be made, which have already been made, and which are upcoming.

How to create a decision?

Click on new decision. Choose an appropriate title for the decision and optionally add a description for clarification. Choose an optional date and budget and select which levels within your project this decision applies to. Then choose whether to automatically close the decision after approval or not. Be aware that this may affect your proposals. More on this below. Finally, also choose whether or not to publish your decision for your customer yet. Important: Within one decision, you can create several proposals for your customer, but only one proposal per decision can be approved if you have selected the option to close the decision after approval. This seems like a subtle button, but it ensures that the customer cannot approve multiple proposals within a single decision. Therefore, if you want a customer to be able to approve multiple proposals within a decision, you must disable this button when creating a decision.

Be sure not to forget to publish your decision afterwards!

As soon as you publish a decision, the customer receives an email notification. Logged into Ziggu, they get a complete overview of their outstanding decisions, including status and deadline.

Customers also receive updates on new proposals within a decision and always have access to all their options on the platform. Once you have created a decision, it is important to also add any decision-making partners (contractors, showroom salespeople, etc.).

A decision-making partner is an external party (e.g., showrooms, contractors, or suppliers) you want to involve in the decision and to whom you can grant access to one or more decisions.

Adding partners to your decisions has the following main goals:

Important:

Select one or more partners and add them to a partner group, in this case, Kitchen Contractors.

Choose the access rights of the partners. You can choose from 3 types of rights to determine whether the partner can communicate directly with the customer (via messages and/or documents). If you want to maintain control, select ‘limited access’ or ‘basic access’. In that case, all proposals and documents must first be approved by a team member.

After adding a decision-making partner, check the following:

Important: Partners with limited communication rights can create proposals, but these are not immediately visible to the customer. A team member must publish the proposal to make it visible. More on this under Proposals.

Implementing changes in a decision

Did you know that you can implement all sorts of changes once your decision has been made? And even for just a few units or for the entire decision? Click on a unit on the right or on the top right to select all units in bulk immediately, and click on edit. There you will see various options for implementing changes to your decision:

You can, among other things, (in bulk) choose the decision manager, add a note, close or open the decision, or change the budget or deadline.

The decision manager receives all notifications about the decision and can start conversations as well as add, change, or remove decision-making partners from a decision.

Decision ready? Now create one or more proposals, upload your quote(s), and let the customer approve them!

Proposals play the leading role in the Decisions feature. Here you can upload quotes that the customer can approve (and sign digitally if desired).

Before we start creating a proposal, some important information first:

There are two types of proposals:

A team member – or a decision-making partner – can create infinitely many (fixed) proposals for the customer to choose from.

Create a fixed proposal:

If you chose a budget when preparing the decision, the additional works are automatically calculated: Gross quote - Budget = Additional works.

Also, fill in 'net quote' if you want to track the margins

The margin is calculated automatically: Gross quote - Net quote = Margin.

Add documents

A proposal can contain many different documents. Keep in mind that the customer approves all documents in the proposal simultaneously.

Add a signature zone

Turn on the toggle 'customer must sign documents'. You can read more about electronic signatures here.

Make the proposal visible to the customer and/or partner(s)

Don't forget to publish the proposal. If the decision is not published, the customer and/or partner will not see the proposal either.

Indicate all units for whom you want to publish the decision and press publish. Afterwards, go to 'create proposal', click on the dropdown, and select: 'share proposals'. Choose with whom you want to share the proposals and which proposals: only the accepted proposals or also the other proposals. Click on share and both your decision and the proposals are uploaded!

Do you want to submit a proposal where the customer can select the desired items themselves? Then easily create a proposal with a selection list.

Take the kitchen as an example: customers often have to choose multiple components, such as cabinet doors, a countertop, an oven, a refrigerator, and so on. By showing them a pre-compiled selection of items, you can guide them through the decision process quickly and effortlessly.

You can quickly and easily create a selection list from which the customer can make choices, for example, for a space like 'Kitchen'. Here you offer options for components such as a countertop, kitchen chairs, or a kitchen tabletop. Once you have created different items/choices, you can choose to add sub-choices. You can then, for example, differentiate between the various sizes. You can always add more sub-choices via ‘Add sub-choice’. Do you want to edit or delete a sub-choice? Click on the pencil or the trash can icon.

Specifically for items like kitchen chairs, you can enable the option 'Let customer fill in quantity', allowing the customer to choose the desired number themselves.

You can edit or delete your selection lists via the pencil or trash can icon.

If you want customers to be able to select multiple items or sub-choices in a specific selection list, turn on the toggle "Can select multiple". You can make the customer's choice mandatory by turning on the toggle "Mandatory choice" for the relevant choices and/or sub-choices.

Add documents

This is optional, but useful if you want to share extra information or require a signature.

If necessary, add a signature zone to the uploaded document by enabling the toggle 'customer must sign documents'. You can read more about electronic signatures here.

Make the proposal visible to the customer and/or partner(s)

Don't forget to publish the proposal. If the decision is not published, the customer and/or partner will not see the proposal.

TIP: Save time and create a proposal for multiple/all units. If necessary, you can make minor changes by editing proposals one by one. This way, you don't have to start over for every customer.

Generate a PDF of a selection list

Would you like to receive a document containing the choices the buyer has made? That's possible! Click on the 3 dots of the accepted proposal and choose "Generate PDF" from the dropdown. You will then receive a PDF with all the information you need.

Create a proposal template by creating a proposal for multiple units simultaneously. Changes in the template are automatically synchronized with all linked proposals, saving you time. Templates are accessible via the 'Proposal Templates' tab on the decision's unit overview.

In the top right of the proposal, you see how many units the proposal template is shared with. This means that a copy of the template has been created as a separate proposal for each of those units. By clicking the button, you get a list of which units have a copy of the proposal template, and you can click through to the proposals of that unit.

Editing a proposal template

To edit a template, click on the three dots in the top right corner to open the options menu and choose 'Edit'. Changes in the template are automatically implemented in all linked proposals.

Note: If you manually edit a linked proposal, the link with the template will be broken. As a result, future changes in the template will no longer be copied to that specific proposal.

Duplicating a proposal template

You can create a duplicate in the template's options menu. This is useful if you want to share a slightly different version of the proposal template with multiple units, for example, because different upgrades are available for specific units. Another application is to create a 'base' template with project-wide, immutable information, which you then duplicate and adjust. Note: a duplicated template is not shared with a unit by default.

Sharing with units

You create new copies of the template via the 'Share with units' option in the options menu. Choose the desired units, and new proposals will be automatically created for them. Units that are already linked to the template are disabled in the unit selector. To break the link with a unit and stop sharing, go to the proposals of that unit and delete the relevant proposal.

Deleting a proposal template

When deleting a proposal template, you must choose: do you want to keep the linked proposals as independent, separate proposals, or should all copies of the template also be deleted?

Customers approve by clicking the Accept button. Within one decision, they can only approve one proposal (unless you did not select the 'Close decision upon approval' option). With a selection list, they must first select their desired items.

If a digital signature is required, this step follows approval. The customer will then digitally sign one or more documents of the approved proposal.

As a team member, you can accept a proposal yourself by selecting the three dots next to the proposal. This can be useful when there is no customer for a unit yet, or when the quote has already been accepted and signed in the showroom.

Buyers can reject or approve a proposal. Upon rejection, they are required to provide a reason. For important decisions, such as the floor plan, the buyer can request changes via feedback on the desired layout. The conversation about this can be continued in the decision conversation. For optional decisions, such as screens, customers who are not interested can click the “reject” button and leave 'not interested' as feedback.

Rejected proposals receive a new status. You recognize them in the unit or table overview by the orange color.

The different colors each have a meaning: