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How can I send my client multiple options for their quotes?
How can I send my client multiple options for their quotes?

Here's how you can take advantage of Line Item Groups and the Live Link to quickly change options on a quote.

Colin Connor avatar
Written by Colin Connor
Updated over 2 months ago

If you'd like to show your client multiple options on a quote, you can utilize different line item groups (Article) (and subtotals) (Article) for each option.

You can also set the quantity of each item to 0, which will show the unit price of the item(s) to your client but will not have a large subtotal of all options added together.

The great news is the link your client receives is a live link (Article), meaning as you remove the unwanted groups, the client will see those changes right away.

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