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Quote: Setting up Add-ons for Customer Selection

Create optional upsells that customers can toggle on their own.

Updated over 3 weeks ago

Adding to a Quote

  • Location: In the quote creation screen, scroll to the Add-on Section below the Item Details.

  • Select: Click + Add-on to open the catalog and check the options you want to offer the client.

  • Multi-Select: You can select multiple add-ons to give the customer variety.

Create New Add-On

Click on the + Create button on the Add-on popup to quickly create a new add-on.

  • Create Add-on: Add a Name, Description, and upload an Image.

  • Bundling: You can bundle multiple items (Services, Warranties, Plans) into a single Add-on.

  • Pricing: Set a Group Price (flat fee) or apply a Discount percentage to the bundled items.

Note: You can also navigate to Services and Prices and select the Add-ons tab to manage your catalog.


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