Making quote items optional
Sometimes you want to give your clients options. In any Quote Block, you can make line items optional. That way your client can choose what they want to purchase. The quote total updates automatically based on their selections.
In this article
Making a line item optional
Head to your Quote Block, and then click the arrow icon at the right of the line you want to make optional. From there, enable the Optional Line Item switch.
Note: If you want to take this a step further, you can also give your client the option to select the quantity for this line item.
To make an optional line item non-optional again, click on the arrow icon to the right of that line. Then disable the Optional Line Item switch.
Choosing a line Item by default
If you've made a line item optional, there might be cases where you want it to be pre-selected when your client views the quote. While you're editing the quote, you can check the box (or boxes) for any optional line. When your client views the quote, they'll see the line pre-selected:
Your client would still be able to de-select the line item in this case. If you don't want this to happen, you can make the line non-optional.
What your client sees
When your client views your quote, they'll see a check box next to each optional line item. When they click on any optional line, they'll see the quote total automatically update.