Customer experience
Every quote,
an upsell.
Your customer share link now suggests workwear, business cards, banners, vinyl decals, site boards — whatever fits the customer and the quote. One tap to request, one click to approve, new line at your snapshotted price. Average order value goes up, phone calls go down.
Average order value · same customers
↑ 0%
AOV uplift over 6 months
+£0
Extra in month 6 vs baseline
£5,320
Final AOV · same customer base
The compounding part
Hot customers, ramping up. Six months of compounding AOV.
Your hottest customer is the one on the share link, card in hand, ready to tap Approve. Surface three to five contextual add-ons under every quote and the same quote base starts spending more — month after month, customer after customer.
- No extra lead cost — same customer base, more value per touch
- Snapshotted prices lock the number at customer-click time
- 10 starter products + 25 UK trade rules — productive on day one
01 · Customer suggestion grid Pro+
Three to five hand-picked add-ons.
Above the quote totals, your customer sees a "Customers like you also buy…" row. The scoring engine ranks every active product by business category match, what is already on the quote, the quote value, your popular flags, and returning-customer signals. Top five surface. The rest stay quiet.
- Customer never logs in — same share link, same 12-char token
- Cards show image · category · name · price · Popular badge
- Tap + Add → modal opens with variant picker, qty, optional note
- Hidden from the printable PDF — suggestions live only on the live link
Customers like you also buy
wrapsnap.app/q/AB12cdWorkwear
Hi-vis vest
Site
PPE board
500 cards
Tap a card to walk through the states · idle → requested → added
02 · Rules editor Pro+
You write the rules, we surface the suggestions.
Open Pricebook → Upsells and link any (business category, what's on the quote) tuple to a product, with a priority. Both match dimensions can be null for "any" baselines. Pause a rule without deleting it. Archive without losing history. Or click Seed starter library to start with 25 ready-tuned UK trade rules.
- ~25 starter rules ship — builder + electrician + estate agent + gym + restaurant patterns
- Per-workspace overrides + your own custom rules layered on top
- Priority number ranks ties — lower = surfaces sooner
- Pause toggle preserves the rule for when you want it back
Upsell rules
4 activeBuilder → Hi-vis safety vest
Trigger: Vehicles · Priority 5
Builder → PPE site board
Trigger: Signs · Priority 10
Estate agent → Premium business cards
Trigger: Any quote · Priority 5
Any business → Vinyl logo decals
Trigger: Vehicles · Priority 50
Tap a pill to toggle the rule on / off
03 · Scoring weights Pro+
Tune the ranking to match how you sell.
Six factors. Workspace-tunable. Default weights are sensible day-one ballparks; bump "Popular flag boost" if your starred products should dominate, or crank "Returning customer" if loyalty matters more than category fit. Reset to defaults is one click. Every save lands in the audit log.
- Six factors: business · line category · quote value · popular · returning customer · per-rule priority
- Master enable / disable toggle without losing the rule set
- Deterministic — same inputs always give the same ranked output
- Workspace overrides stored as a tiny JSONB — change anytime
Scoring weights
04 · Operator approval Pro+
Three pings, one click to approve.
A customer hits + Add — you find out instantly via email, the yellow banner on the quote page, and the violet widget on your dashboard. Tap Approve. A new quote_item lands at the price snapshotted at customer-click time. Totals recompute. Customer gets a confirmation email. Audit log records who approved, when, why.
- Email to your admin notification address (best-effort, fails silently)
- Yellow banner above line items + per-request Approve / Decline
- Dashboard widget: "Pending upsells — N across M quotes"
- Snapshotted price — customer never gets surprised by a number that changed
Operator quote page
Q-2026-01423 customer-requested upsells pending
Premium business cards (500)
Qty 1 · £75 line total
Grand total
£5,270.00
Tap Approve to see the new line land
Tier availability
Products + smart upsell
Suggest add-ons on every share link — workwear, business cards, banners — customer one-tap requests, you one-click approve. Per-transaction fee scales down with tier.
Per-upsell transaction fee
Pay less as you scale.
Starter
10%
per upsell
Pro
3%
per upsell
Business
No fee
per upsell
Enterprise
No fee
per upsell
Fee is taken at the moment of customer payment via your connected payment processor. Applies only to lines added through the upsell flow — the rest of the quote is yours in full. The rest of your subscription stays the same: compare plans.
Available on every plan
Start a 14-day trial — see how much your next quote could grow.
Cancel anytime. 10 seed products + 25 ready-tuned UK trade rules land on your first click of the Pricebook → Products tab. Edit, archive, or replace anything. Upsell fees only apply on upsell lines you actually close.