Let the customer choose add-ons
Offer upgrades and extras the customer ticks, priced but not charged until they do.
Some of what you quote is a choice, not a requirement: a better filter, a longer warranty, a second unit. An optional line is shown to your customer with a tick box, priced, and left out of the total until they tick it.
Offer a line as an option
- Open the line's ⋯ menu on the quote.
- Choose Make optional (customer chooses).
The line stays on your screen, marked Optional, and the quote total drops by its amount. Choose Make required from the same menu to go back — that also clears anything the customer had ticked, so it never looks chosen when it isn't.
What your customer sees
On the quote you send, an optional line gets a tick box and the words Optional — tick to add it. Ticking it updates the total on the page straight away, and the quote records what they chose, so you can see it on your side even if they call instead of accepting.
- Whatever they have ticked when they accept is what they have agreed to pay, and it is the figure recorded against the acceptance.
- Once a quote is accepted, declined or expired, the boxes stop working — a tab left open can't change a total you have already agreed.
Options with parts
If an optional line has sub-items, they go with it. Tick the parent and its parts are charged too; leave it and none of them are. An optional sub-item under a required line works on its own, so you can offer one upgrade inside a job the customer is definitely having.
Optional is not the same as hidden
These look similar and do opposite things:
- Optional shows the line and its price, and leaves the money out of the total until the customer chooses it.
- Hidden takes the line off the customer's copy entirely and keeps its money in the total, spread across the lines they can see.
A line can be one or the other, not both — there is no way to offer somebody a choice about a line they cannot see.