Ability To Offer Product/Item Selection On Invoices Like Contracts/Proposals
D
Don Franklin
Having the ability to allow certain products/items to be "optional" and allow them to be selected by contact before approval on an estimate like we can do on a full Contract Document/Proposal.
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J
Josh Herman
Sales & Marketing please merge this post: https://ideas.gohighlevel.com/invoicing/p/estimate-options
S
Sales & Marketing
Merged in a post:
Optional Items in Estimates
D
David Miller
Have optional add-ons which can be selected with a check box. Selecting the check box updates the total estimate $ value.
One request shows as "Complete" back in 2024 but I don't see it in documentation or in the Settings how to make it a line item optional
B
Bryce Claudin
Need more attention on this
K
Kate Davies
Yes please. Essential for home services.
C
Christina Ramirez
C
Christina Ramirez
Found another if everyone would like to upvote: https://ideas.gohighlevel.com/pos-and-mobile-payments/p/pos-checkout-cashier
C
Christina Ramirez
I did the same so hopefully they'll merge this post: https://ideas.gohighlevel.com/invoice/p/service-cart-dynamic-checkout-experience
B
Bryce Claudin
Yep need this for home service business. Easy upsells
S
Samy Shiplack
Bryce Claudin do you know the status of this build? currently investigating HL for HVAC, plumbing and electrical company
B
Bryce Claudin
Samy Shiplack Probably not for a long time. My guess, at least a year.
K
Katie Colihan
This. 10000%. We are a home services business and we sometimes offer 2 different options (vinyl fence or wood fence.). Technically they are two different quotes housed under the same document. However, when the customer goes to sign it, whether they choose option A or option B, both options get checked.
This in turn throws off our "Sale Amount" which calculates the sum of everything checked.
Y
Yaneck Wasiek
This would be really needed when sending short proposals/estimates. I can’t believe there are so few upvotes.
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