Option pages present selectable choices inside a quote, such as Good, Better, Best packages or alternative scopes of work. Unlike Add-on pages, customers are required to select exactly one option per structure when signing — they cannot skip the selection or choose multiple.

Option pages are commonly used to present tiered packages where the core scope of work stays the same but key materials or warranty levels differ between choices.

There are two ways to add an Option Page depending on your current context:

The Option page will now appear in the Pages list on the left sidebar.

The Option page will now appear in the Pages list on the left sidebar.

Inside a Structure page: When placed as a subpage under a Structure page, the Option page automatically inherits all Structure Line Items. Only the items unique to that option need to be added in the Option Line Items section. When signing, customers must select exactly one option per structure.

Outside a Structure page: All line items must be added directly to the Option page — no shared base costs are inherited. This works best for simple quotes where shared base costs don't apply.

To rename a page, click the pencil icon on the blue bar at the top of the page editor where the page name appears.

At the top of the page, you'll find the Banner image section:

The image will appear at the top of the page, above the text content.

An optional description appears below the banner image. Click inside the description box to activate the text formatting toolbar, which includes bold, italic, underline, strikethrough, bulleted and numbered lists, text alignment, indentation, and remove formatting.

Use the description to explain what makes this option unique — what's included, who it's best for, how it differs from other options, and any key material or warranty details.

If the Option page is placed under a Structure page, a Structure Line Items section will appear showing the items inherited from the parent structure. These items are managed from the Structure page and cannot be edited here.

This is where you add items unique to this specific option — costs that differ between packages, such as shingle type, premium underlayment, or designer ridge caps.

Most users will already have their line items set up in the Price List. The search field in the Add Line Item modal pulls directly from your Price List. Only if creating a brand new line item would you need to enter details manually.

To add a line item:

Each line item displays action icons on the right:

Section headers help group related line items visually. To add one, click +Add Line Item, select Section Header in the modal, enter a label, and click Add.

Margin Override — apply a custom profit margin percentage for this option only. This applies to both the Option and Structure line items for this specific option and does not affect the card margin.

Subtotal Override — manually set a fixed subtotal for this option. As the ⓘ icon states: "Subtotal override ignores any calculations and sets a fixed subtotal for the Option."

The Margin Override is available in two places depending on where you're editing. At the project level, it can be found in the Overrides section at the bottom-left of the page builder. In Company Settings, it's accessible through the More dropdown at the top-right corner.

The Costs Per Type section gives you a quick breakdown of your option's total expenses grouped by cost category — such as Labor and Material.

Each category total is driven by the Cost Category assigned to individual line items in your Price List. When a line item is tagged as "Labor," its cost rolls up into the Labor total; when it's tagged as "Material," it rolls into the Material total — and the same applies to any custom categories you've set up.

This makes it easy to see exactly where your money is going within a given option at a glance.

The Price Breakdown section shows how the option price is calculated, found in the bottom-right corner of the page builder:

At the top-right corner of the page builder:

More dropdown options:

If you encounter difficulties or have further questions, contact our support team at [email protected] or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.