Selecting Options

If you've marked certain items in your quote as client-selectable, your customer can toggle those items on or off when viewing the quote. This lets them customize their order to fit their needs.

How it works for your customer

When viewing the quote, client-selectable items appear with a checkbox next to them. Your customer can:

1. Check or uncheck items to include or exclude them.
2. Watch the totals update in real time as they make their selections.
3. Click Save Selections to save their choices. Their selections are stored so they persist if they close the browser and come back later.

Restoring the original

If your customer wants to go back to the original configuration (the way you set it up), they can click Restore Original. This resets all toggles to their default state.

What you see as the quote creator

When a customer saves their selections, you won't receive a notification — but the customer's choices are saved on the quote. This can be helpful when following up with the customer to discuss which options they selected.

Setting up client-selectable items

To make an item selectable by your customer:

1. Open the quote in the editor.
2. Find the item you want to make optional.
3. Enable the Client-selectable toggle on that item.

You can also control whether the item starts as enabled or disabled:

• Enabled + Client-selectable — the item is included by default, but the customer can turn it off.
• Disabled + Client-selectable — the item is excluded by default, but the customer can turn it on.

This gives you flexibility to present optional add-ons, upgrades, or alternatives that your customer can choose from.

Tips

• Use this for optional add-ons like extended warranties, premium support, or additional quantities.
• Keep the default state thoughtful. Enable the options you recommend and let the customer opt out, or disable stretch options and let them opt in.
• Combine with clear naming and descriptions so your customer understands what each option provides.