Skip to main content
Optional services

Learn how to set up optional services in a proposal in Anchor

Dani from Anchor avatar
Written by Dani from Anchor
Updated over a year ago

This feature can either be used to let your clients choose which of your services they would like to receive or expose them to additional services you offer.

Additionally, you can set your proposal to include or exclude an optional service by default.

To set a service as optional:

  1. Create a proposal

  2. Add your service

  3. Check the box 'Mark this service as optional'

  4. Select if this service should be active or inactive by default by setting the service to Included or Not Included in the proposal

Did this answer your question?