Some quotes work better when the customer can make choices. Quoterium offers three kinds of choice, all switched on from an item's ⋯ menu. The totals and payment schedule update as the customer chooses, and their choices are saved when they accept.
Optional items
- Open the item's ⋯ menu and choose Optional item.
- Tick pre-selected under the item if it should start included; leave it unticked to offer it as an extra.
The customer sees a checkbox next to the item, marked "Optional", and can include or remove it. Unselected optional items are not counted in the totals.
Multiple-choice groups
Use multiple choice to offer alternatives, such as three service levels.
- Put the alternatives next to each other.
- Choose Multiple choice in each one's ⋯ menu. Consecutive multiple-choice items form one group, labelled Multiple choice · pick the default.
- Tick default on the option that should start selected, or leave them all unticked. Clicking the current default again clears it.
The customer sees the group as "Choose one · or none", with a round button for each option. They can pick one option, or click the chosen option again to choose none. A text item, a subtotal or an ordinary price item ends the group, so you can have several groups in one quote.
An item cannot be optional and multiple choice at the same time.
Editable quantities
Choose Editable quantity in the ⋯ menu to let the customer change the quantity, for example the number of licences or attendees. The item shows Editable qty, and the customer sees a quantity box. The quantity must be more than zero when they accept.
What the customer sees
The bar at the bottom of the customer page shows the live total and how many options are selected, for example "2 of 5 options". See How customers choose options.
In the editor, the totals reflect your defaults. Use the Preview tab to try the choices as the customer would; choices made in the preview are not saved.
See also
Last updated 19 October 2026