> 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 Enable customers to add optional items directly to their estimate before accepting. An option is an item or service outside the estimate total. Create options before sending the estimate to let customers add or remove items before accepting - the perfect way to present add-ons. {% embed url="" %} ## Enable Customer Accepted Options 1. Go to **Account Settings** → **Estimates** → **Settings**. 2. Enable **Customer Accepted Options**.

Screenshot showing the Customer Accepted Options toggle enabled in Account Settings

{% hint style="info" %} This setting applies to new and existing estimates. {% endhint %} ## How do you create an option? There are two ways to create an option: 1. From the main estimate: * Select one or more areas, line items, or groups and click **Make Option** from the bottom blue toolbar. * You can also select **Make Option** from an item's menu.

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

2. From the **Options** section: * Select **Add Area or Line Item** and add your optional items.

The selection then appears in the **Options** section below the estimate total.

Screenshot showing the Options section underneath the estimate total

## How do you move an option back to the estimate? To move an option back to the estimate and have it be included in the total sent to the customer: * Select the desired items and click **Move to Estimate** from the blue toolbar. * Or select **Move to Estimate** from an item's menu.

## Customer experience 1. The customer will see the **Options** section at the bottom of the main estimate. They can select **Add Option** on any desired items.

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

2. Added items appear under **Options Added** on the Estimate. The customer can also select to **Remove** an option.

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

3. The customer selects **Accept Estimate** when ready.

Screenshot showing an estimate ready to accept

## View accepted options Accepted options appear in **Options Accepted** on the estimate. When an invoice is created on accept, the added options also appear on the linked invoice. * Their value is included on its own line in the subtotal box.

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

You can also open **Calculations** in the sidebar to view **Options Added**.

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

## Related articles


Line Items & Options	Add line items for fixed-price work, create options for customers, and manage change orders.	Line Items & Options
Additional Work/Change Orders	Add change orders and additional work to invoices with customer approval and signature.	Additional Work/Change Orders
Additional Work Report	Track all approved change orders and extra work added to estimates and invoices with approval dates and totals.	Additional Work Report
Options Accepted Report	View all customer self-accepted options with acceptance dates, estimate details, and totals for each selected upgrade.	Options Accepted Report

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