Quote builder. Enabling recipient options
You can give your customers more choices by making products in your quote optional and product quantity customizable.
To do this, select the vertical ellipsis (three dots) menu to the far right of the item and turn on both the Optional items and Quantity editing toggles.
Once you’ve enabled Optional items for your recipients, you can also make items automatically pre-selected in your quote by turning on the Pre-selected item for recipient toggle.
Additionally, you can allow your customers to select either one or multiple items from your quote. To do this, select the vertical ellipsis (three dots) at the top right of a section and select "Single-item selection" or "Multiple-item selection". By default quote section has "Customized selection" checked, which allows you to leave some items required and make some of them optional.
When you enable "Multiple-item selection", all items in a section will be pre-selected for your recipients. You can turn off the Pre-selected item for recipient toggle in the item's menu.