Quotes with options your clients choose themselves
Offer three packages and a few extras in one quote. Your client ticks what they want and sees the total change, so you don't send three versions of the same quote.
Choose your package
Choose oneAdd-ons
OptionalUpsell without pushing
Put basic, standard and premium side by side. Your client compares in their own time, and often adds the extra coat of paint or the longer warranty on their own.
One quote instead of three
No separate PDF for every scenario. All the options sit behind one link, and you see exactly what your client picked when they approve.
The total is always right
Subtotals, discounts and VAT update with every click. Nobody has to check the maths.
How it works
- 1
Group items into a section and choose how your client picks: one option, several, or a quantity.
- 2
Tick the options you'd recommend, so the quote opens with a sensible total.
- 3
Send the link. Your client chooses, approves and signs, and you see exactly what they picked.
Frequently asked questions
Can clients change quantities as well as options?
Yes. Add a volume section next to your options and your client can set how many they need. Tiered or graduated prices follow the quantity.
What do I see when a client approves?
You see their choices and signature on the quote, and the approval shows up in the quote's timeline right away.
Can I still send an interactive quote as a PDF?
Yes. Download a PDF with your logo whenever you like, for your accountant or for a client who wants something to file.
Related features
All features
Volume pricing
Cheaper per piece at 50 than at 5? Set the price tiers once and the quote follows the quantity.
Learn more
Signed on the spot
Your client draws their signature on the quote, on a phone or a laptop. You get a message, and the signed version is saved.
Learn more
One link for every prospect
Put your standard offer on a page and share the link on your website or in a message. When someone picks options and accepts, it becomes a quote with their details filled in.
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Start from an example for your kind of work and send it today. No credit card needed.
Get started