Overview
Quote Options allow you to include selectable sections within a quote, giving your customer the flexibility to choose between different options before accepting.
This is ideal when a customer isn't sure exactly what they want, or when you'd like to offer upgrades or alternative solutions without creating multiple separate quotes.
When to Use Quote Options
Quote Options are useful when:
Offering "Good/Better/Best" solutions
Providing upgrade add-ons
Letting customers choose between materials or finishes
Presenting alternative approaches in one clear document
Instead of sending multiple quotes, everything can be included in a single interactive quote.
How to Create a Quote with Options
Quote Options are available in the web quote editor.
To set up a section:
Open or create a quote
Click the section control button in the section header
Choose the section behaviour:
Fixed: Always included in the quote
Optional: The customer can toggle this section on or off
Multiple Choice: The customer must select one option from a group
For a Multiple Choice group of quote options, place the sections next to each other at the same level.
Previewing the Customer Experience
You can preview how the quote will look to your customer at any time.
Click Preview to open the quote portal in a new tab.
In preview, you can:
Toggle optional sections
Switch between multiple-choice options
See totals update in real time
The preview is view-only and cannot be accepted from draft mode.
How Pricing Works
Quote totals update dynamically based on the selected options.
Fixed sections are always included in the total
Optional sections are excluded unless selected
Only the selected option in a Multiple Choice group contributes to the total
In the editor, the displayed total reflects the default state (fixed items plus default multiple choice selections).
Customer Experience
When a customer opens a quote with options:
They can view the full scope and pricing at the same time
Optional sections can be toggled on or off
Multiple-choice options can be switched
The total updates instantly as selections are made
Accepting a Quote with Options
When a quote with options is accepted:
The selected options are locked in
A new finalised version of the quote is created
Unselected options are removed
The standard post-acceptance workflow continues (including deposits, if applicable)
This ensures your job card and invoice reflect exactly what was agreed.
Manual Acceptance
If you need to accept a quote on behalf of a customer:
Open the quote
Click the Preview (ensure the quote has been published first)
Select the agreed options
Accept the quote through the portal view
This ensures the correct options are captured before acceptance.
Using Quote Options in Fergus Go
In Fergus Go:
You can view sections marked as Optional or Multiple Choice
You can preview and interact with the quote just like a customer
Section behaviour settings can only be configured on web
Using Quote Options with Templates
If you save a quote with options as a template:
Section behaviour (Fixed, Optional, Multiple Choice) is retained
The configuration is restored when applied to a new quote
Section behaviour can be adjusted after applying the template to a quote
Things to Know
Quote totals in dashboards and reports reflect the default selection state
Once accepted, a final fixed-scope version of the quote is generated
Quote PDFs display the selectable option view
Need Help?
If you have any questions about using Quote Options, please contact our support team at support@fergus.com