Adding Optional Items on an estimate

[blueberry]

When we are doing quotations, I would really like to be able to add different options to the estimate without it affecting the price and to highlight them in bold or a different colour as an option.

It would also be nice to put sub-totals in, for example we do shop fits so would like to quote per area or an item that is made up of component parts can be shown as a subtotal price grouped together…

[QFMathew]

Hi @blueberry

Colours and bold can be added with a bit of HTML - I’ll try and produce a guide on this shortly which should help.

Regarding the subtotals, there is an existing feature request for this which you may wish to add your vote and comments to:

Sub Totals as Invoice Lines

The “convert line to comment” feature is brilliant and it’s used daily by us. But I think that a good compliment to this could be “section sub total”, so from the last comment line down. It would be very useful for when you’re quoting for many parts of a job. So like this: Bricks <- This exists as a comment line Red Bricks £200 <- regular invoice line Green Bricks £200 <- regular invoice line Sub total £400 <- auto calculating subtotal line Roofing <- This exists as a comment line Truss £…