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Offer optional items and upgrades

Let clients choose extras on the estimate link.

2 min read · 2 parts

1 Add optional lines

  1. In the estimate, click Add Optional Line Item (or check Optional on a line).
  2. Optional lines show an Optional tag and aren't in the total until the client picks them.

Mark items as optional in Products & services to add them as optional every time.

2 What the client sees

  1. On the estimate link, the client checks the options they want.
  2. The total updates right away, and their choice is saved when they approve.
Learn more about the featureEstimates — Professional estimates that win more work

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