How to add optional products in a proposal?

On the proposal page, click on the gear icon and select the 'Advanced' settings option.

Once you click on it, select 'Yes' as an answer to 'Would you like to add any optional products?' Click on the 'Save' button to save your changes.



When you select 'Yes', a new section will be added, where in you can add products by clicking on the 'Add Item' option under the Optional products section.



Once you click on it, it will lead you to add items page where you can search and add items by clicking on the 'Add to Proposal' option.

Similarly, you can create a custom item under the Optional product section using the 'Add Custom Item' feature.



The added products will appear under your Optional products section



To view the optional Product section in x.doc editor, click on the "Plus (+)" icon, on the top-left corner of your screen, besides the sections heading.



Once you click on it, from the dropdown, select 'Optional Products' section and click on the 'Add Section' button.





Once you add the section, it will appear under the section list.

Updated on: 01/21/2024