> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/estimating/line-items-and-options/customer-accepted-options.md).

# Customer Accepted Options

Customer Accepted Options is a PaintScout feature that lets customers add optional items to their estimate themselves before accepting, turning your options into self-service upsells.

{% embed url="<https://www.youtube.com/watch?v=J89RYuQRg_k>" %}

## What are customer accepted options?

Customer Accepted Options gives your customers the ability to move optional items directly to the estimate before accepting.

***

## How do you set up customer accepted options?

1\. Go to your Account Settings and navigate to the **Estimates > Settings** section.

2\. Enable the **Customer Accepted Options** option.

<figure><img src="/files/09BPfz5nA6RsWfQNxEjj" alt="Screenshot showing the Customer Accepted Options toggle enabled in Account Settings"><figcaption></figcaption></figure>

{% hint style="info" %}
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.
{% endhint %}

***

## How do you create an option?

1. Click on the three dots to the right of an area, line item, or group.
2. Select **Make Option.**

   <figure><img src="/files/uBVyYAwPoQJ6g2X11CTW" alt="Screenshot showing the Make Option selection from the three dots menu on an item"><figcaption></figcaption></figure>
3. Your selection will now show in the **Options** section underneath the total.

<figure><img src="/files/XmA3CRsH9nj3xiYxRA7A" alt="Screenshot showing the Options section underneath the estimate total"><figcaption></figcaption></figure>

***

## How do customers accept options?

1. 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.

   <figure><img src="/files/0W1r11YTsK2kCuncaU3Y" alt="Screenshot showing the Add Option button on the customer-facing estimate for optional items"><figcaption></figcaption></figure>
2. Added options will now show in the **Options Added** section where they can be removed by selecting **-Remove.**

   <figure><img src="/files/znmZVBcKB8gEi4eQR6AY" alt="Screenshot showing the Options Added section with the Remove button for each option"><figcaption></figcaption></figure>
3. Once your customer is happy with their selections they can virtually accept the estimate!
4. After acceptance, the approved options will show in the **Options Accepted** section and a designated line will show the value in the subtotal box.

   <figure><img src="/files/mPzj00twCsQB6dyklE5b" alt="Screenshot showing the Options Accepted section with the value displayed in the subtotal box"><figcaption></figcaption></figure>
5. You can also see the Options Added in the menu sidebar under **Calculations.**

   <figure><img src="/files/XJ29ycHLrKnpLxogFA2f" alt="Screenshot showing the Options Added in the Calculations section of the sidebar menu"><figcaption></figcaption></figure>

## Related articles

* [Working With Options](/support/estimating/line-items-and-options/working-with-options.md) — Create optional add-ons customers can choose before accepting.
* [Additional Work/Change Orders](/support/estimating/line-items-and-options/additional-work-change-orders.md) — Add and approve scope changes after acceptance.
* [Additional Work Report](/support/dashboard-and-reports/reports/additional-work-report.md) — Track approved change orders and extra work.
* [Options Accepted Report](/support/dashboard-and-reports/reports/options-accepted-report.md) — Review which customer-selected options were accepted.


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