> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/proposals/proposal-service-options-edit-+-alternatives.md).

# Proposal service options (edit + alternatives)

Every service line on an estimate has a **three dots** menu. Use it to change the line, offer the customer an alternative, add a product, or remove it.

## Edit a service line

{% stepper %}
{% step %}

### In the estimate

Click the **three dots** on a service line.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-42675c077d47f1a94569da2dbb5b042334f26ca4%2Fproposal-service-line-menu.png?alt=media" alt="A service line&#x27;s three-dot menu open on the estimate: Add alternative, Add product, Edit, and Remove"><figcaption><p>Use the service line menu to adjust or expand a quoted service.</p></figcaption></figure>
{% endstep %}

{% step %}

### Edit

Click **Edit** (or the pencil beside the menu).
{% endstep %}

{% step %}

### Update

* Rate
* Quantity (hours, sq ft, and so on)
* How often it repeats — under **Repeating**, pick **One off**, or **Days**, **Weeks**, **Months**, or **Years** and type a number in **every**. **Days** every **14** means a visit every 14 days.

Snow services work differently — see [Snow removal](/readme/snow-removal.md).
{% endstep %}

{% step %}

### Save

Click **Done**.
{% endstep %}
{% endstepper %}

## Add an alternative option

Alternatives let you offer a second option the customer can choose. Each alternative shows **full pricing** so clients can compare.

Examples:

* Plant a pine tree (default) vs plant an aspen tree (alternative)
* Gold mowing package vs Silver package

{% stepper %}
{% step %}

### Open options

Click the **three dots** on the service line.
{% endstep %}

{% step %}

### Add alternative

Click **Add alternative**.
{% endstep %}

{% step %}

### Configure

Search for the alternative service in **Search and add alternative service** and pick it. It appears under the original with its own price details, which you can edit from its own **three dots** menu.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-67140cb9a50d816694c5ea96a8c145a0602ac8ee%2Fproposal-add-alternative.png?alt=media" alt="Add alternative fields under a service line"><figcaption><p>Configure the alternate option directly under the original service.</p></figcaption></figure>
{% endstep %}
{% endstepper %}

A new alternative starts with the same repeat schedule as the service it sits under.

## Add a product to a service

To add a catalog product — mulch, plants, and the like — to a service, click the service's **three dots** and choose **Add product**. Alternatives have **Add product** in their menu too. Chemical programs don't take products. See [Products](/readme/products.md) for how products are priced and shown to the customer.

## What the customer sees

On the proposal page, clients can choose between alternatives and include or leave out optional items. The **total updates** as they choose.

Clients can **approve** the proposal or **decline** (they'll be asked for a brief reason, which you'll see on the prospect).

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-37bdb2d30eba5dc2682e52cb24c49ae846015008%2Fproposal-customer-alternatives.png?alt=media" alt="Customer-facing proposal page for comparing options"><figcaption><p>Customers review proposal options before approving.</p></figcaption></figure>

## Remove a service

{% stepper %}
{% step %}
Click the **three dots**.
{% endstep %}

{% step %}
Click **Remove**.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Once an estimate is approved, its services are locked and the menus are hidden. To change the quote, start a new estimate — see [Approve for the customer](/readme/proposals/how-to-create-and-send-a-proposal.md#approve-for-the-customer).
{% endhint %}

<details>

<summary>Still stuck?</summary>

Email <hello@shortcutco.com> with a screenshot of the service line and what you're trying to do.

</details>
