Add Optional Line Items to Quotes
Offer customers upgrade options and add-ons by marking line items as optional so they can choose what to include.
Offer customers upgrade options and add-ons by marking line items as optional so they can choose what to include.
This guide explains how to add optional line items to quotes in JobsiteOn. You will learn how to mark items as optional, how they appear on the proposal, and how customers interact with them when reviewing your quote.
Optional line items are services or products included in your proposal that the customer can choose to accept or decline. They are not included in the quote total by default but appear as available upgrades or add-ons.
Common examples:
/quotes/[slug] in edit mode or create a new quote at /quotes/new.Screenshot: A quote line items section showing three standard items and one item marked with an "Optional" badge, with the toggle switch visible.
On the customer-facing proposal PDF and portal view:
Animation: The proposal PDF scrolling down past the standard line items to the optional items section, which is visually separated by a divider.
When the customer views the quote in the portal at /q/[token]:
Tip: Use optional items strategically to upsell without making the base quote seem expensive. Customers appreciate having choices.
If the customer decides to include an optional item:
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