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Adding Optional Items to Documents & Contracts
Send customizable quotes by including optional items. Let clients choose add-ons, adjust quantities (when allowed), see accurate tax totals, and review clear product descriptions.
Giving Clients Flexible Options Without Extra Back-and-Forth
When sending quotes or contracts, it can be difficult to include add-ons without creating multiple versions or going back and forth with revisions.
Optional items allow you to include additional products or services within a single document, letting clients choose what they want before finalizing.
Without this flexibility, quotes can become rigid, slower to approve, and more likely to require manual updates.
This guide will walk you through how to use optional items so your documents stay clear, customizable, and easier for clients to complete.
To begin, review what optional items allow you to include and control within your documents.
What Optional Items Let You Do
Optional items turn a “one-size” quote into a flexible quote—customers can choose add-ons without needing a back-and-forth.
- Toggle products/services as optional so clients can select add-ons.
- Allow editable quantities (with min/max limits) for controlled customization.
- Keep totals accurate with automatic total updates as items are selected.
- Include tax calculations for both base and optional items.
- Add and edit product descriptions directly in the product list.
Follow along: Build your quote items → toggle add-ons as Optional → enable Editable Quantity (if needed) → preview totals and tax breakdown.
Practical Applications
Optional items are ideal for upsells and customization—without pressure.
- Service providers: Add-ons like deep cleaning, window washing, rush delivery, or extra sessions.
- Retailers: Optional accessories like warranties, cases, keyboards, cables, and upgrades.
- Agencies: Optional services like reporting, SEO add-ons, content packs, or ad management.
Pro tip: Label optional items clearly (ex: “Recommended” vs “Optional”) so clients understand what’s included vs add-on.
Editable Quantities and Tax Breakdown
If you allow quantity edits, set boundaries so clients can’t accidentally over-select. Taxes are calculated across both base and optional items and displayed clearly.
- Min/Max limits: Control how many units can be selected for optional line items.
- Real-time totals: Totals update as optional selections change.
- Tax clarity: Tax is calculated for main and optional items with a clear breakdown.
Example: Optional “Extra seat” item with quantity editable from 1–5, so clients can scale without surprises.
Product Descriptions in Quotes
Descriptions reduce confusion and improve conversion. Add details like what’s included, delivery timelines, and any limitations.
- Add or edit product descriptions directly in the product list.
- Use descriptions for scope, timelines, and what the client receives.
- Keep copy short and scannable for better quote readability.
Want to send cleaner quotes clients can customize?
BizStackPro combines payments, documents, and automation so you can quote faster—without losing control of totals, tax, or add-ons.
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Frequently Asked Questions
What is the new feature for sending quotes?
You can send quotes with optional items, allowing clients to select add-ons along with the main product or service.
How do optional items work?
You can toggle certain line items as optional, and clients can choose whether to include them—making the order customizable.
Can clients adjust quantities of optional items?
Yes. You can make quantities editable and set minimum and maximum limits to control selections.
How are taxes calculated for optional items?
Tax is calculated for both main and optional items, and the quote shows a clear breakdown.
Can I add descriptions to products in quotes?
Yes. You can add and edit product descriptions directly in the product list.
Send Quotes That Upsell Without Feeling Pushy
Optional items give clients control, keep totals accurate, and reduce revision requests—so you can close faster with fewer messages back and forth.
Better quotes. Cleaner totals.
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