Optional lines and choices on estimates
Offer add-ons the customer can tick and Good / Better / Best choices they pick — the total follows their choices.
Turn on Optional items on estimates in Settings›Features›Estimates. Then any estimate line can be:
| On the estimate | What the customer sees |
|---|---|
| Always included | A normal line |
| Optional | A tick box — ticked or not when they open it |
| One of a choice | A radio button in a named group; one line marked Suggested |
Build the options
BD-EST-0042 Draft
- Lines — badges show Optional, Ticked, Choose one and Suggested.
- Add a Choice Between Lines — name it (Fixtures, Hosting plan…) and group two or more lines.
- Range — the lowest and highest totals the customer can reach.
- Add your lines
Including every alternative.
- Mark optional lines
Line details → On the estimate → Optional (tick “Ticked when the customer opens it” if you recommend it).
- Group alternatives
Add a Choice Between Lines, name it, choose the lines, mark one Suggested.
- Check the totals
Total as suggested and the range.
- Finalize
Each choice needs two or more lines and exactly one Suggested.
What the customer does
Included₹85,000.00
They pick on the link — the subtotal, taxes, total and deposit follow every change — and accept the total for their choices. After acceptance the PDF marks every option chosen or not chosen and adds a Total as accepted.
Invoices, deposits and proformas made from the estimate use exactly the accepted lines and total. The issued estimate itself keeps showing your suggestion.
Common questions
Do unchosen lines get tax or discount?
No. A line left out gets no share of the document discount and no tax.
Can my team choose for the customer?
Yes — Mark as Accepted offers the same choices, starting from your suggestion.
Keep going
Still stuck? Contact Support.
Tell us what you were trying to do and which Organization, Brand or document it relates to. The support subject is preselected.
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