Advanced Shopping Power-Up

The Advanced Shopping Power-Up lets one Item carry the options you actually quote. Reusable Attributes describe the choices (entity type, scope, seniority, hours, format, length) and Variations turn those choices into real purchasable combinations, each with its own price, image and SKU. Three genuine choices stop requiring nine separate Items and a Package to display them.

For example, a consultancy offers an audit, an implementation and a retainer, each at associate, senior or partner level. Instead of nine listings, it publishes one engagement and lets the client choose the tier. When rates go up next year, the firm changes them in one place and every configured combination reprices itself.

“Starting at” and “contact us for a quote” are often the first things a prospect learns about working with a firm, and a prospect who was ready to buy that afternoon gets a callback instead of a number. With Advanced Shopping, a prospect selects the options that describe their situation and a real price appears in front of them, inside your branded portal.

For example, a CPA firm publishes its tax engagements by entity type, scope and number of states. A prospect selects “S-corp, monthly close, two states” and sees a real number rather than a promise that someone will get back to them. A flat-fee law practice can do the same for LLC formation by state and entity type, with filing fees shown separately from the firm’s own fee.

Not every sale should end in a credit card. The cart hands off to a configurable form whose flow decides the ending: take a payment, request a quote, send an inquiry, or kick off an Automation. The choices a client made come along with the request, so your team starts the conversation already knowing what they want.

For example, a financial advisor publishes planning engagements by scope and fee type, and ends checkout in a discovery call request that arrives with every selection attached. An accounting firm ends in an engagement letter request that starts its onboarding Automation the moment the prospect commits. A coach can simply take payment for enrollment.

Attributes are reusable, globally defined data points such as Bedrooms, Square Footage, Mileage, Price, Color or Size, and each one carries a real data type. That means filters understand numbers and ranges (“under $500k,” “3+ beds”), not just dropdown lists. Categories add a browsing taxonomy across your Items and Add-ons, the backbone your catalog and its filters are organized by.

For example, a bookkeeping practice prices returns by form and complexity, and catch-up work by how many months behind a client is, so “starting at” never turns into a surprise invoice. The same Attributes serve inventory-led businesses too: a real estate agency can describe every listing by beds, baths, square footage and price.

The Catalog block drops a catalog browser onto any public or portal page, using the block builder you already know. Clients filter in real time on desktop (with an apply button on mobile), see active-filter chips, clear everything at once, sort and page through results. A detail view shows each item with its gallery, full details and variation selection.

For example, a digital agency publishes its service menu (website builds, retainers and add-ons) as a filterable catalog on a public page, so a prospect can narrow it to what fits before reaching out. A real estate agency can go further: a buyer filters 150 listings down to the 8 that match “3+ beds, single family, under $500k.”

The cart collects multiple selections for logged-in clients and anonymous public visitors alike, and it can be relabeled to fit how your business talks: Cart, Favorites, Saved Properties, My Garage or Quote List. Invoices, estimates and proposals then show the chosen variation as a normal line item.

For example, a digital agency relabels its cart “Quote List.” A prospect configures a fifteen-page build, adds a twenty-hour monthly retainer and priority support, then submits the list for a quote, and the agency’s team turns it into an estimate. A real estate agent’s buyers can save properties to “Saved Properties” and request showings for all of them at once.

Advanced Shopping turns on with one switch per company and stays off until you choose it. Every Item, Add-on, Package and Price Bump you already have keeps working exactly as it does today, historical invoices still render, and there is nothing to migrate. Advanced and variable items move through the existing Template Library with their attributes, variations and categories intact.

For example, a coaching business keeps its existing one-to-one session Items exactly as they are, then publishes one new program in every format it runs (one-to-one or group, six weeks or twelve) right beside them. Coming soon: at release, Packages stay fixed-price bundles, and Configurable Packages are planned as a follow-up.