Let customers choose their options
Put a choice in the quote instead of three quotes in their inbox. Mark lines as optional, or group them so the customer picks one — Standard or Premium — and watch the total follow their choices on the estimate link.
Included₹85,000.00
What you can do with it
Optional lines
Add-ons the customer ticks — pre-ticked or not.
Choose-one groups
Two or more lines, one marked Suggested. The customer picks one.
The total follows
Subtotal, taxes, total and the deposit update with every choice.
Invoices follow the choice
Deposits, invoices and proformas use exactly what was accepted.
Four steps, no training needed
Mark the lines
In the editor, each line is Always included, Optional, or part of a choice.
Send the estimate
The PDF lists every option with its mark; the totals show the range.
The customer chooses
They pick on the link and accept the total for their choices.
Invoice what they chose
Everything made from the estimate uses the accepted choice.
Build a quote with built-in upsells
Add a Choice Between Lines, name it — Fixtures, Hosting plan, Finish — and mark one line Suggested. The editor shows the total as suggested and the range your customer can reach, from the leanest choice to everything.
BD-EST-0042 Draft
A clear record of what they picked
The accepted estimate marks every option chosen or not chosen and adds a Total as accepted row. Change your mind together? Correct Estimate works on an accepted estimate with options until something has been made from it.
Related features
Estimates & quotations
Quote first, invoice later — with validity dates, online approval and no retyping.
Online approval & replies
Customers accept, request changes or decline estimates online — with notes and reasons.
Deposits & part invoices
Bill a deposit, a share or the rest of an estimate — totals always add up exactly.
Questions about Estimate options
What does the customer see?
A “Choose your options” box on the estimate link with radios for each choice and ticks for optional lines, and the total, taxes and deposit for their choices.
Can my team choose for the customer?
Yes. Mark as Accepted in the app offers the same choices, starting from your suggestion.
Do unchosen lines affect the totals?
No. A line left out gets no share of the document discount and no tax.
Is this on both plans?
Yes — estimate options are part of Standard and Business.
Try Estimate Options on Your Own Documents.
Start a 7-day free trial and see it with your customers, your Brand and your numbers.