It is now possible to add optional products and services into a quotation, mixed with the included items. They are marked as ‘Optional’ and their total values are not included in the section or overall totals. For example:
Previously, the only way to do this was to have them in a separate section that had to have the ‘Include in Total’ box unticked but this gives you the ability to put them where they are most appropriate.
To make a product or service optional, click on the menu for the item and select ‘Set Item Optional’:
Use the same menu to reverse this.
Note: In Q2021 we plan to make it possible for clients to add/remove optional items on the client page. Currently, ‘optional’ items appear in the same way as non-optional items on the client page.