Adding item alternates on an item in your quote

Add client selectable options to your quote items so you can provide alternate options to your client on the proposal

Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Adding alternate options to an item in your quote is easy!

  1. Simply Select the item you want to add options on, to open the sidebar

  2. Scroll down in the item sidebar to click the link to add alternate items

  3. Add other products and save.

When you preview the proposal, now you will a "View Options" link to expand the product so the client can choose the item they want.

Now, if you want to save for the future, don't forget to check the "Apply when adding item in the future".

Learn more about managing alternates on items

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