This feature will give you the ability to add Line Items to your Quotes that are optional for your customer. They can choose which option(s) they want and electronically accept the Quote with these selected options.

Prerequisites

  • Your account must be using our new Quote Unification interface (in beta) in order to enable the Optionals feature for your account

Getting Started with Optionals

While making the Quote, you will now be able to mark a Line Item as ‘Optional’:

Line Items marked as ‘Optional’ will be highlighted in blue on your Quote to ensure it is easy for your customers to differentiate them from the other Line Items:

If it’s an Optional that you recommend they include, you can use ‘Default Selected’, which means that your customer has to uncheck the Optional if they want to exclude it from the Quote.

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