1. Open the Proposal:
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Open the proposal where you want to make an item optional.
2. Select the Item:
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Find the item you want to make optional.
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Hover over the item and click the item icon to open the item settings.
3. Item Settings:
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Go to the Sales tab in the item settings.
4. Check the box Make this item optional for your customer.
5. Now you can choose who the item is optional for:
6. You can choose whether it's optional to your internal team, or on the client level
7. Set Default Inclusion:
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Choose if the item should be included by default or excluded by default in the proposal. This will determine if the item shows up in the proposal or if the customer has to add it manually.
8. Finalize Changes:
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Once you’ve made the changes, exit the item settings. The item is now optional in the proposal.
9. Save Estimate changes.
10. By doing this you can make items optional in your proposals and give your customers more flexibility and potentially more bookings.
By doing this you can make items optional in your proposals and give your customers more flexibility and potentially more bookings.