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.Q: When will quote options be available? It's not showing in Jobber Labs.
The quote options feature is in a limited Beta right now, and we’re gradually rolling it out to more users. Once it’s available to you, you’ll see a red dot on the gear icon and beside Jobber Labs. You can also join the waitlist, and we’ll notify you as soon as you can opt in! Join the waitlist
