How many packages can I offer?

Up to three, each with its own name.

Does a percentage deposit follow the package?

Yes. A percentage deposit is worked out again from the total the customer chose. A fixed dollar deposit stays as it is.

Give your customer a choice on one quote: packages to pick between, or extras they can tick to include.

In the quote builder, find Line items and switch from One price to Packages.
Put lines that belong in every option in the first box, Included in every option.
Fill in each package with its own lines. You start with two, and can have up to three.
To offer an extra, mark a line as an optional add-on. It stays out of the total until your customer ticks it.
Send the quote as usual. Your customer chooses a package, ticks any add-ons, sees the new total, and accepts.

Before the customer chooses, the quote shows each package with its own total. The quote's stored total is the cheapest package.
After they accept, the quote and the invoice show only the common lines, the package they chose and the add-ons they ticked.
Packages are fixed once the customer accepts.
Save as template isn't offered yet for a quote with packages.

How many packages can I offer?: Up to three, each with its own name.
Does a percentage deposit follow the package?: Yes. A percentage deposit is worked out again from the total the customer chose. A fixed dollar deposit stays as it is.

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