Customer Q: How is Quote Options different from Optional Line Items?

Optional/Recommended line items provides to ability to upsell optional add-ons, where a client is not required to make a choice.

With Quote Option Sets, the client must choose one of the options within the option set. You can add up to three option sets to a single quote, and the client makes one clear choice per set. This keeps decisions simple and structured while still giving clients flexibility.

⚠️ While you can use Optional/Recommended line items as a workaround, this can create confusion since clients aren’t required to pick one. That means you could miss out on getting a clear decision, or worse, risk miscommunication about what’s actually included.