How to Add Optional Add-Ons to an Estimate
After reading this, you will know how to offer add-ons on an estimate without inflating the headline price. Rundo lets you mark any line item as optional. The customer sees a checkbox next to each one when they review the estimate, and they pick what they want.
Open or create the estimate
Go to Estimates and either click New Estimate or open the draft you want to edit.
Add all your line items
Add every item you want to offer, both must-haves and add-ons. Use the same line item editor for all of them.
Click Mark optional on add-ons
Below each line item, click the small + Mark optional button. The row gets a soft background tint and an OPTIONAL label appears.
Review the totals card
The Total at the bottom of the editor shows only the required items. A separate Plus add-ons line shows the maximum the customer could add if they accept everything.
Send the estimate
Click Send. The customer email shows your required items in the main table and a callout below the total telling them how many add-ons are available.
Pro tip
Use optional items for upsell-friendly extras like extended warranties, premium materials, or extra cleanup. Keep the must-haves required so the base price the customer sees in their inbox is what you actually need to do the job.
Need more help?
support@rundo.ca