QuoteWerks Knowledgebase Topic (Article ID 7438)
Option Items - How to Set an item as Optional
This information applies to :
July 17, 2019
How do I make an item optional on my quote?
This can be accomplished setting the item attributes to optional on the line items that you want to be optional.
To set an item as option, just right-click on the line on the Quote Work Book and select "Edit Line Attributes". You will then set the Option Property to "Yes"
This video provides a good overview on how to accomplish this:
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