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Estimate Product Option Validations – Mandatory Selections

Learn how product option validations identify mandatory selections and how to complete them before saving an estimate.

Article Introduction

Product option validations help ensure that all required product details are completed in the Estimator. Some validations only become active after a related product or project section is selected.


When Product Option Validation Is Triggered

Not every product option is required for every project.

For example, a bathroom project may not require flooring, so the flooring section is not mandatory at the beginning of the estimate. However, once flooring is selected, the related line item turns red to indicate that additional required options must be completed.

Options validations 1

Option validation 2


How to Complete the Mandatory Line Item Option Selections

  • Open the available Option tabs by hovering over the line item

  • Click the pen icon.

Option validation 3

  • Complete all mandatory selections.

  • Save the line item.
Option validation4

The estimate will now show the product with all the option selections and additional cost if any. 

Option validation 5


Important Notes

  • You must save the line item after completing the options.
  • The estimate cannot be saved until all mandatory selections are completed.