1. Click On "Proposals"
2. Click On The Proposal You Want To Open
3. Click On "Add Item"
4. Click On Select A Product Or Service...
5. Here You Can See The Product Or Service Information, Description, Quantity, And Price If It Is An Existing Item
6. Enable The Toggle "Optional Item" If You Want To Mark This Item As Optional In The Proposal.
7. Click On "Save"
8. The Item Now Appears Under The Optional Items Section
9. Now, To Add Multiple Items As Optional, Click "Add Multiple Items".
10. Check The Services Or Items You Want To Add As Optional
11. Set The Price For The Optional Item.
12. Check The Optional Item Box If You Want To Mark This Product Or Service As Optional.
13. There Is An Alert Indicating That At Least One Non-Optional Item Must Be Added.
14. Click On Add Items Non-Optional…
15. Click On "Save"
16. Now You Can See The Line Item And The Optional Items Included In The Proposal.
If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.