Estimates optional items
Hello.
In my industry very often we get items to be repaired which the customer only requires the service to be done but actually we can offer a valet and other optional items which will make the item to look like new again.
At the moment we create the estimate with those items stating optional between brackets but if the customer decline those items then the customer needs to email us stating he doenst want the optional items or he only want one of the optional items and my team needs to edit and send the estimate again but if you could permit some line items on Estimate to be flagged as optional, and then let customers select/de-select ONLY those optional items when viewing the estimate in the Customer Portal.
I personally think this is a great idea and it will incentive staff to up sale.
Thank you