If your project does not have a contract step process in place or if adding the relevant option or upgrade was not completed during the contract step process, navigate to the appropriate contract details page, scroll to the Options & Upgrades section and click Manage.
Use the checkboxes to select the applicable standard options/upgrades and, if applicable, type the discount amount. Click Save to update the contract.
To add a one-off option or upgrade instead, click + Add One-off. Enter a description, the price (and discount, if applicable). Use the checkboxes to select any required taxes, then click Save Upgrade.
Editing an option/upgrade price or deleting it entirely is accomplished in a very similar manner. Scroll to the contract’s Options & Upgrades section and click Manage. Adjust the applicable price or uncheck an option/upgrade to remove it from the contract. Click Save to save the changes.
Watch the Video Tutorial!