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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Customer Accepted Options

Enable customers to add optional items directly to their estimate before accepting through the customer-facing interface.

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.

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.

Screenshot showing the Customer Accepted Options toggle enabled in Account Settings

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 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.

    Screenshot showing the Make Option selection from the three dots menu on an item

  3. Your selection will now show in the Options section underneath the total.

Screenshot showing the Options section underneath the estimate total

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.

    Screenshot showing the Add Option button on the customer-facing estimate for optional items

  2. Added options will now show in the Options Added section where they can be removed by selecting -Remove.

    Screenshot showing the Options Added section with the Remove button for each option

  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.

    Screenshot showing the Options Accepted section with the value displayed in the subtotal box

  5. You can also see the Options Added in the menu sidebar under Calculations.

    Screenshot showing the Options Added in the Calculations section of the sidebar menu

Related articles

Working With Options

Create optional add-on items or services on estimates that customers can choose to include before accepting their quote.

Additional Work/Change Orders

Add change orders and additional work to accepted estimates or invoices with customer approval and signature workflows.

Additional Work Report

Track all approved change orders and extra work added to estimates and invoices with approval dates and totals.

Options Accepted Report

View all customer self-accepted options with acceptance dates, estimate details, and totals for each selected upgrade.

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