Making quote items optional
Sometimes you want to give your clients options. You'll be able to set line items as optional to allow your client to choose if they want to include something or not. Their total will automatically update based on the options chosen. This also works in conjunction with allowing your clients to choose quantities.
In this article
Making an Item Optional
Head into your line item settings. From there toggle on the "Make line item optional" option.
Head into your line item settings. From there toggle off the "Make line item optional" option.
Choosing an Item by Default
Once you've made an item optional, you can select it via the edit screen. Go ahead and check the box while editing and that leaves it pre-selected for your clients.
What Your Client Sees
When your client views your quote they'll see a radio button next to each optional element. They can click on it to include an option and they'll see the quote total automatically adjust.