When adding a product to a proposal, applying the right status attribute can help clarify your offer and give additional options to your customers.
The various status attributes and their definitions
The following status attributes are available:
Provided by customer
Additionally, these options can be select at the same time
It is the default status, it means the product will appear on the final offer and will be displayed in a standard way
This status means that the product or service added to the offer will be a selectable option that the customer must pick for it to be included in the offer they accept.
Preview of the line item with the "option for customer" status on the proposal, as seen by the customer when selected.
When marking a couple of line items in a document as ''Multiple Choice'', it means that your customer can only choose one of the Multiple Choice items (as opposed to the Optional feature, where your customer can choose more than one option, or no option at all)
Provided by Customer
When marking a line item as "Provided by customer", it means that it's an item that the customer is providing. An example for this would be that I make custom mugs. In this case, my customer would provide me with their mug (so that would be the "Provided by customer" item), and I would make the art on it. This option also completely takes the price away from the line item as you see in the example below (and so automatically makes it $0).
A product or service with the "included" status will be displayed on the proposal, without price. It can be used as a way to show a service is included for free in the offer or without additional cost.
When the "Taxable" checkbox is not selected, no sales tax will be applied to the line.
The "Editable Quantity" option allows the customer to change the line quantity prior to accepting your quote.
Preview of a line with an editable quantity on a proposal, as seen by the customer.
The Price will not be visible to the customer
***For more details on interactive options, click here.