See how estimates with options appear in your customer portal

When you send an estimate with several options (for example Good, Better and Best), your customer's portal shows how many options there are and the price range, so no single option looks like the only offer.

Before you start

• You need an estimate with two or more options sent to a customer who can sign in to your customer portal.

Steps

1. Ask your customer to sign in to the customer portal.
2. They open Documents, then the Estimates tab.
3. They find the estimate in the list.

Result / verify

• Before your customer chooses an option, the estimate reads like "3 options · $1,188.08 to $2,072.35": the lowest to the highest option total.
• Once they approve an option, the list shows that option's total instead.