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2026-08-19

An optional line now looks like a line

Add-ons and Good/Better/Best alternatives sit in the itemized list with their full description, quantity and unit price — and Scope Review tells you up front what your client gets to decide.

An optional line now looks like a line

When options first shipped, the itemized table listed the work your client was getting and pushed everything they could still choose into a short summary underneath. It read as two documents. A heated floor they hadn't taken yet lost its description, its quantity, its unit price — and turned into a title with a number beside it.

Fixed. Every line you offer is now a real line, in the place you put it.

  • Add-ons sit in the table. Full description, quantity, unit, unit price, same as any other line. One your client hasn't taken is greyed back and priced as + $1,200, so it's obvious that's what adding it costs rather than something they already owe.
  • Choice groups are a block in the list. The decision's name at the top, each alternative with its lines in full and its own total, the pre-selected one marked and the rest greyed back.
  • No more separate options section. The lines are the list — so what you're reviewing is what your client will be reading, and the PDF prints it the same way.
  • The footer says which number it is. Total (default configuration) before they've signed, Total (client's selections) after.

Scope Review stops being coy

Mark a line optional and it now says so on the line, above the title. And when a draft has options at all, a summary sits above the list: "This draft offers 1 optional add-on and 1 choice group. Your client picks on the proposal — the total they see updates as they choose."

The descriptions changed too. An optional line is now written exactly like a required one — a plain description of the work, with no "if they want it" or "confirm with the homeowner first" buried in the prose. The tag says whether it's optional. The description says what the work is. Same rule on the finished proposal: the scope of work covers what's definitely happening, and anything on offer gets its own Optional add-ons or Your choice section instead of being narrated as work you're already doing.

And the menu stops running off the screen

The Options menu on a line near the left edge of the editor used to open leftward and lose its first inch off the side of the screen. It now works out which way it has room to open, on a phone and on a desktop, and stays on screen either way.

Full walkthrough: Offering options and add-ons.