Overview
Note: to have quote with options set up on your account, you'll need to purchase a configuration hour bank from our team.
Web quote options let you offer customers personalized choices on a single proposal. Instead of sending several separate quotes, you can group your line items into option categories and let the customer select what works best for them.
Example: for a plumbing and heating installation, the customer can choose between a traditional or heat-pump water heater, cast iron or high-efficiency panel radiators, and copper or PEX piping.
Use cases
Flexible proposals: present multiple tiers or grades on a single quote
Time savings: avoid sending several separate quotes for the same project
Easier decisions: let the customer compare and choose directly online
How to create a quote with options
1. Create a new quote
In ProgressionLIVE, create a new task of type Quote
Fill in the basic information (customer, dates, etc.)
Make sure the Web Quote with Grouped Options option is checked
Tip: if you don't see this option, contact customer support to purchase a configuration hour bank.
2. Add line items with options
Click Add an item in the quote
Select the item (product/service)
Enter the description, price, and quantity
In the Type field, choose Option
Select the bundle (Option 1 or Option 2)
Click Add
Important: items assigned to an option will be grouped by category in the web quote. Items without an option will appear in a general section, included by default for all choices.
3. Organize your options
You can add multiple items to each option:
Option | Item 1 | Item 2 |
Heating | Traditional water heater | — |
Heating | Heat-pump water heater | — |
Radiators | Cast iron radiators | Installation fee |
Radiators | High-efficiency radiators | Installation fee |
Piping | Copper piping | — |
Piping | PEX piping | — |
(no option) | Base fee | Included for all choices |
4. Send the web quote to the customer
Once all items are added, click Send quote
Enter the customer's email address
Click Send
The customer will receive a link to access the web quote.
What your customer sees
When your customer opens the web quote link, they'll see:
Sections grouped by option (e.g., "Heating," "Radiators," "Piping")
Checkboxes to select their choice in each category
An "Included items" section with items that have no option (if enabled)
A total price that updates automatically based on their choices
Accept or Decline buttons for the proposal
Managing customer responses
If the customer accepts the quote:
The selected items are automatically added to the Progression task
Declined or unselected items are removed
The task history shows which items were changed
You receive a notification confirming the acceptance
If the customer declines the quote:
The quote is marked as "declined"
You receive a notification
You can create a new proposal if needed
Best practices
Note: use clear, simple option names, such as "Heating" or "Radiators," rather than complicated technical terms.
Group items logically by category
Include fixed fees in items with no option
Limit yourself to 3-4 options maximum per quote
Test the web quote before sending it to the customer
Don't forget to include base or delivery fees
FAQs
Can I edit the items after sending the quote?
No. Once sent, the quote is locked. If changes are needed, create a new quote and resend it to the customer.
What happens if my customer doesn't select an option?
The default included items (with no option) will be added to the task. Contact your customer to confirm their preferences before finalizing.
Can I see the choices my customer made?
Yes. The task history shows all changes made when the quote is accepted.