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Options and Add-ons let your client choose between alternatives and optional extras on one estimate. Totals and invoices use only the chosen scope.

How Options and Add-ons work

Turn an estimate item into an Option group or an Add-on on desktop or in the mobile app, set what is selected by default, and change or undo it.

How to add options and add-ons to an estimate

Offer your client up to five versions of a job on one proposal. Add, rename, duplicate, and delete estimate options from the tabs above the estimate.

How to add multiple estimate options to a proposal

Send a proposal with options and add-ons as a recipient so your client can choose, see the price update, and accept. Track what they picked.

How your client chooses options on a proposal

Handoff Support

Proposal options, add-ons, and how they affect pricing.

Options & Add-ons

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