Building Multiple Estimate Options on Expiring Memberships

Scott3
New Contributor

From our list of expiring memberships in the Follow Up page, we see how to build in bulk membership renewal estimates that are the same membership type as the customer's expring membership.  We would like to automatically generate renewal estimates with multiple options for a single customer, similar to how when we initially gave the estimates the the customer at their initial signing up, we could automatically generate estimates with all the membership options we offer.

Is this something that can be done, beyond just the single option, or if wanting to offer multiple options at renewal, are we stuck with only being able to generate the one, and having to go then individually create estimates for each customer beyond the one we could "bulk create"?

2 REPLIES 2

mlagos
Community Moderator
Community Moderator

Thank you for reaching out. One of our product experts will be in touch shortly to further assist you.

thaggerty
New Contributor III

If this is something that can be done, I would be very interested in knowing how to do this as well.