1. Create an Option Group from 

   Quote shortcuts

   Quote shortcuts button > Add Line Items > New Option Group

    

    

   Line Items tab

   Add button > New Option Group

    

    
2. On the next screen, give your Option Group a name
3. Choose the relevant Group Type
   

   Multi vs Single Selection

   By default, option groups are created as Multi Selection, which means that your client can choose from a range of items.

   If you're offering your client an either/or selection of items, change the group to Single selection.

    

    
4. Save.

1. Add items to your quote
2. Tap an item to access the item settings
3. Tap Show More to open the optional fields
4. Scroll to the bottom and tap the Option Group dropdown and select the option group you created.
5. Save Line Item to return to the quote line items
6. Repeat as necessary for other items on the quote to add them to the option group.

Tap an option group to view and manage the items within it as well as access the option group settings.

Option Group Items

Select the relevant options to include in your quote total using the slider to the left of the item. Remember that you can only select one option for Single Selection and multiple for Multi Selection. Save to confirm your choices.

Option Group settings

If necessary, edit the option group name and Group Type.

Tap the in the header to Delete the Option Group.

Tap the in the line items header to access the line item options. See Quote Items - Line Item Options.