What are Customer Accepted Options?
Customer Accepted Options gives your customers the ability to move optional items directly to the estimate before accepting.
How to set it up
1. Go to your Account Settings and navigate to the Estimates > Settings section.
2. Enable the Customer Accepted Options option.
Please note this change will take effect for both new and existing estimates. Allowing all estimates the ability to add available options to their estimate.
How to create an option
Click on the three dots to the right of an area, line item, or group.
Select Make Option.
Your selection will now show in the Options section underneath the total.
How customers accept options
Once your customer has received their estimate they can view the available add-ons and click +Add Option if they would like to include any in their final estimate.
Added options will now show in the Options Added section where they can be removed by selecting -Remove.
Once your customer is happy with their selections they can virtually accept the estimate!
After acceptance, the approved options will show in the Options Accepted section and a designated line will show the value in the subtotal box.
You can also see the Options Added in the menu sidebar under Calculations.
