Make Items Optional in Quote Magento 2

The make items optional in quote Magento 2 feature in Cart2Quote lets your sales team mark individual line items in a proposal as optional. When the customer receives the proposal, they see which products are required and which are optional — and they choose which optional items to include before proceeding to checkout. This gives customers flexibility without requiring a separate negotiation for each product combination.

Why Optional Items Make Proposals More Powerful

A standard proposal is a take-it-or-leave-it offer. The customer either accepts everything or goes back to negotiate. Optional items change that dynamic entirely — they give the customer agency over the final order composition without requiring additional back-and-forth with your sales team.

For example, consider a sales rep quoting a customer for a full office equipment package. The core items — desks and chairs — are required. Additional items — monitor stands, cable management trays, and desk lamps — are optional extras. The sales rep marks the extras as optional in the proposal. The customer then picks the items that fit their budget and proceeds to checkout. Consequently, the order closes faster because the customer feels in control of the decision. In addition, the sales rep avoids a second round of negotiation over which extras to include.

Furthermore, optional items work well as an upselling tool. By including relevant add-ons as optional extras in every proposal, your sales team presents upsell opportunities without pressure — letting the customer choose to add value at their own pace.

Benefits of Make Items Optional in Quote Magento 2

• Customer flexibility without extra negotiation — customers choose their own product mix from the proposal
• Faster order closure — no second round of back-and-forth over product selection
• Built-in upselling opportunity — present optional extras in every proposal naturally
• Automatic order total recalculation — Cart2Quote updates the total based on the customer’s selection
• Professional proposal experience — customers feel in control of their purchasing decision

When to Use This Feature

This feature suits any store where proposals regularly include a mix of essential and supplementary products. It works particularly well for equipment suppliers, office furniture stores, IT hardware resellers, and any business where customers frequently want the core product but are undecided on accessories or add-ons. In addition, it is valuable for stores where upselling is a key part of the sales strategy and a soft, non-pressured approach works best.

Combine this with Send Quote Proposal to understand how optional items appear in the full proposal workflow, and with Convert Quote to Order to see how the customer’s selection carries through to the final order.

Summary

The make items optional feature in Magento 2 transforms a standard proposal into an interactive purchasing experience. Because customers choose which optional products to include before checkout, orders close faster and upsell opportunities arise naturally without pressure. Mark your add-ons and extras as optional in every relevant proposal and let your customers build their own order from your suggested product mix.

Also read: Send Quote Proposal in Magento 2