Use a comparison the customer can read
| Field | What to show for each option |
|---|---|
| Shared work | The same clearly defined base scope |
| Material choice | The specific approved product or system |
| Added or excluded work | The exact change from the base |
| Price | The full total for that option |
| Customer selection | The option name and current version |
Use descriptive names alongside package labels. “Better” alone tells the homeowner little about the actual difference.
Explain differences without unsupported claims
Use verified product information when explaining a material difference. Do not infer a longer service life, insurance discount, energy saving or stronger warranty merely from a higher price. If the contractor cannot support the claim, remove it or ask for the applicable source.
Keep project timing separate from package names. A premium material does not automatically mean a faster installation or priority scheduling. Any scheduling commitment needs its own approval.
Check how the customer chooses
Illustrative review: a homeowner asks to combine the base material with an add-on shown only in another package. Record that as a change request. Have the estimator approve the revised scope and total instead of treating the customer's reply as approval of an unpriced combination.
The final document should identify one selected option, its total and the correct version. Archive superseded versions in the job history so the team does not prepare work from an older package.
Prepare alternatives around your pricing
Start with two clearly justified alternatives if three would add confusion. The objective is an understandable decision, not a larger table. Keep the core proposal details consistent across all versions.
Discuss branded proposal preparation with LeanLine. Bring the actual material choices, scope differences and approved prices your company wants to offer.
