video1.0<iframe src="https://www.loom.com/embed/767205941d6244d7936193d0d22e026f" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/767205941d6244d7936193d0d22e026f-84e4849a147e7ecd.gif222.665This Loom walks through the new Option Quoting feature for creating and sending customer quotes. It shows how to add option line items along the top, edit customer address and salesperson on the right, set prices, toggle items as optional, and upload photos for specific line items. It also covers adding discounts, notes, and plan-based options A, B, and C with customizable names like gold, silver, and bronze, including recommending one plan. The video explains how to review and send or save a draft, preview what customers see, and how an option can auto-advance to a window cleaning agreement template that can require a card on file and collect any specified deposits.