Optional Line-Items & Quantities

Optional Line Items: By popular demand, you can now make line items “optional” within your estimate. Use optional items to creatively upsell your prospects and/or give them a “menu” of items to choose from.   Optional Item Quantities: With the simple check of a box, your line item quantities can now be adjusted by your prospect.  Use […]

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Line-Items

Line-Items provide a method for you to offer your product or service in a table-like format. Once you have created your Line-Items, you can add them to an Estimate by first creating them in your Line-Item Library and +Importing one or more. See “Importing Line-Items”. There are some basic components to a Line-Item within an […]

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