Overview
Options let your client choose between alternatives, such as marble or quartz countertops. Add-ons let them include optional extras.
Your client’s choices determine the estimate total and which items carry over to invoices.
Change an option or Add-on
Open the estimate.
Click Select option next to the alternative you want in an Options group.
Check or uncheck an Add-on to include or exclude it.
Review the updated estimate total. While Handoff recalculates, the total shows as pending.
You can change these choices until the proposal is approved. After approval, the client’s choices are locked.
Export Options and Add-ons
Export the proposal as a PDF or CSV.
Turn on Include options and add-ons to show every alternative and optional extra you offered.
The export marks which items were chosen and which were not.
What your client sees
Options show each alternative’s full price, including alternatives that are not chosen. Prices do not show the difference between alternatives.
Add-ons show the amount they add with a plus sign, such as + $1,200.
Proposals with a full breakdown also show quantity × unit price for Options and Add-ons, alongside other line items.
When your client chooses a different option or checks an Add-on, the subtotal, tax, grand total, payment amounts, and financing amount update immediately.
What your client sees
Options show each alternative’s full price, including alternatives that are not selected. Prices do not show the difference between alternatives.
Add-ons show the amount they add with a plus sign, such as + $1,200.
Proposals with a full breakdown also show quantity × unit price for Options and Add-ons, alongside other line items.
When your client changes a selection, the subtotal, tax, grand total, payment amounts, and financing amount update immediately.
What happens after approval
Choices and prices are saved: Handoff saves the client’s choices and their prices when they accept the proposal. Later estimate edits do not change what the client accepted.
Chosen items are marked: The chosen option and each included Add-on display a green Selected badge on your estimate.
Only included items carry over to invoices: Invoices created from the estimate or approved proposal include Included items, the chosen alternative from each Options group, and checked Add-ons. Other alternatives and unchecked Add-ons are left off.
Tips for setting the starting total
Choose the option you expect your client to pick. That option determines the estimate total and starting proposal price until the client makes a change.
An Add-on starts unchecked unless you turn on Include this add-on. Unchecked Add-ons are excluded from the starting total.
Changing an Add-on back to an Included item adds its full price to the total, even if it was previously unchecked.