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
Visit this page for the basics of using the Quote Block.
On the line you want to make optional, click the Line Item Options icon. Then choose Properties. 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.
Making a line mandatory again
To make an optional line item non-optional again, click on the Line Item Options icon. Choose Properties, then disable the Optional Line Item switch.
Pre-selecting an optional line Item
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 click the checkbox to de-select the line item. If you don't want this to happen, you can make the line non-optional.
Choosing only one optional line
Sometimes, you might need to present several optional line items to your client, but have them choose only one. You can set this in the section options.
Head to the top right corner of the quote section and click the pencil icon. Choose Properties, and then enable the Single Select switch.
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.