Create Multi-Option Quotes

Present customers with multiple pricing tiers or scope options in a single quote so they can choose the package that fits their budget.

Written by Chloe NguyenUpdated over a month ago4 min readBeginner

What this guide covers

This guide explains how to create multi-option quotes in JobsiteOn. You will learn how to structure tiered pricing, present options clearly to the customer, and handle acceptance when the customer picks their preferred package.

What is a multi-option quote

A multi-option quote presents two or more pricing packages within a single proposal. Instead of sending separate quotes for different scopes, you give the customer a unified document where they can compare options side by side.

Common use cases:

Good / Better / Best tiers for the same project.
Basic scope vs. full scope packages.
Economy materials vs. premium materials options.

Creating a multi-option quote

1. Start a new quote

Navigate to /quotes/new and fill in the contact, property, and title.

2. Add option sections

In the line items area, click Add Option to create a new option section.
Give the option a name, such as "Option A: Standard Package."
Add line items specific to this option.
Repeat to create additional options (Option B, Option C, etc.).

Screenshot: The quote builder showing three option sections: Option A Standard, Option B Premium, and Option C Deluxe, each with their own line items and totals.

3. Configure shared items

If some items are common across all options (for example, a site preparation fee):

Add the item outside of any option section.
Shared items appear on every option total.
This avoids duplicating items across options.

4. Set terms and save

Add notes explaining the differences between options.
Set the expiration date.
Click Save to create the quote as a draft.

How multi-option quotes appear to the customer

On the customer portal at /q/[token]:

Each option is presented in its own section with a clear title and total.
Shared items are listed once at the top.
The customer can review each option and compare totals.
Accept buttons appear on each option, and the customer selects the one they want.

Screenshot: The customer-facing portal showing three quote options with their totals and individual Accept buttons.

Handling customer acceptance

When the customer accepts an option:

You receive a notification indicating which option was selected.
The quote status changes to Accepted with the selected option noted.
The activity log records the specific option the customer chose.
When converting to a job or invoice, only the selected option's line items carry over.

Tip: Limit your options to two or three. Too many choices can overwhelm the customer and slow down the decision process.

Pricing strategy for multi-option quotes

Structure your options to guide the customer toward your recommended package:

Option A (Budget) — Bare minimum scope at the lowest price.
Option B (Recommended) — The best value with a balanced scope. Mark this as recommended.
Option C (Premium) — Full scope with upgrades and extras.

Most customers choose the middle option. Position your preferred scope there.

Animation: The customer reviewing three options on the portal, scrolling through each, and clicking Accept on Option B.

Best practices

Label options clearly with descriptive names, not just "Option 1" and "Option 2."
Highlight the recommended option so the customer knows your suggestion.
Include a brief description of what makes each option different.
Use shared items to keep common costs visible without repetition.
Follow up to discuss the options if the customer views but does not respond.

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