Options & Add-ons
Proposal options, add-ons, and how they affect pricing.
By Handoff1 author4 articles
- How Options and Add-ons workOptions and Add-ons let your client choose between alternatives and optional extras on one estimate. Totals and invoices use only the chosen scope.
- How to add options and add-ons to an estimateTurn 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 multiple estimate options to a proposalOffer 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 your client chooses options on a proposalSend 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.