Offer optional items and upgrades
Let clients choose extras on the estimate link.
1 Add optional lines
- In the estimate, click Add Optional Line Item (or check Optional on a line).
- 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
- On the estimate link, the client checks the options they want.
- The total updates right away, and their choice is saved when they approve.
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