Is there a way to add separate options on one estimate?

AbigailMAbigailM Member Posts: 4

Sorry if this has already been asked somewhere and I missed it!

I often want to send a quote with two unique options listed. For example, option A is a one-time purchase, while option B is a monthly agreement. Currently, I've been just creating separate quotes for this, but is there a way to include separate options on an estimate, or mark an item as "Optional"? This way the client only has to view one estimate, and it wouldn't have a giant total at the bottom that scares them off!

Thanks in advance!

Comments

  • AlexLAlexL Member Posts: 2,869 ✭✭✭

    Hey @AbigailM , this isn't currently functionality that Wave offers. The way you're already handling it with separate quotes would be the best way to handle it moving forward.

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