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Quote & Itinerary CreationAdding items

Add optional and add-on items

Offer extras the client can choose without changing the base quote total.

Quest Team3 min readUpdated 2 Aug 2026

Optional items are add-ons clients can choose without changing the base package total the same way mandatory lines do. Add them while building the quote where your UI offers optional flags.

  1. 1

    Add the line on a day or pricing extras

    Builder

    Build

    Add the extra line.

    What the numbers mean

    1. 1

      Day content

      Add the optional experience or extra here.

    On Build Itinerary, add the activity/extra as usual, then mark it optional if the form shows an optional/add-on switch.

  2. 2

    Check presentation on Preview

    Preview

    Preview

    Client view check.

    What the numbers mean

    1. 1

      Preview canvas

      Confirm optional items labeling on the proposal.

    Preview Quote to confirm optional items appear the way you want for the client.

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