Sales options & acceptance

Give the client choices — optional add-ons and good/better/best packages — then send the quote for them to accept and sign online.

Optional lines and option groups

Optional add-ons

Mark a line as optional and the client can tick it on or off. Unpicked options stay out of the total.

Good / better / best

An option-group section presents choices as radio buttons — the client picks exactly one, and the total updates live.

Deposit

Set a deposit percentage on the estimate and the deposit amount is computed for you and shown to the client up front, so the up-front payment is clear before they commit.

Sending and acceptance

  • Send — an estimate needs a client and at least one line before it can move from Draft to Sent.
  • Client reviews — the estimate appears in the client’s portal with a sale-only breakdown; a read-receipt records when they open it.
  • Choose and sign — the client toggles their options, then accepts by typing their name as an e-signature, or declines.
  • Selection sticks — on acceptance the chosen options are locked in and the totals re-settle to exactly what was agreed.
Tip. Online acceptance is controlled per client. If a particular client should sign on paper instead, turn their accept permission off and they simply won’t see the sign button.
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Frequently asked questions

The client types their name to accept. That, along with a timestamp and their IP address, is stored on the estimate as the record of acceptance.

No. Once accepted, the selected options are locked and the totals are fixed to what was agreed. A new round of changes would be a fresh estimate.

The estimate records a read-receipt when the client first opens it in their portal, so you can see it was viewed before they respond.