Client budgets and priorities change — especially during proposal review.
With Client-Selectable Subprojects in Eano Pro, you can present optional scopes upfront and let your client decide what to move forward with, without rewriting proposals or manually adjusting contracts later.
Once the client makes their selections and signs:
The proposal updates automatically
The contract reflects only the approved work
The project scope and milestones update to match
This keeps everyone aligned and prevents scope confusion after signing.
Key Benefits
Using client-selectable subprojects helps you:
Avoid rewriting proposals when clients want options
Present multiple scopes clearly (must-haves vs nice-to-haves)
Let clients decide based on budget or priority
Lock in an accurate scope automatically once signed
Reduce back-and-forth before contract approval
You stay in control of what’s offered.
Your client stays in control of what they approve.
How to Mark Subprojects as Client-Selectable
Follow these steps when preparing a proposal.
Step 1: Create or Edit an Estimate/Scope
Open or Create a New Opportunity
Add your subprojects as you normally would, to have multiple options for selection
Step 2: Mark Subprojects as Optional
The control that makes a subproject client-selectable is a toggle labelled Optional.
On the Scope tab, find the header row of the subproject you want the client to choose from — the row carrying the subproject name and its total.
At the far right of that row, switch the Optional toggle on. Hover it and you’ll see “Turn on to make this scope optional for the client.”
Leave the toggle off for any scope that has to be included — that’s what keeps required work required.
Here HVAC has been switched on — the toggle turns purple and the whole subproject tints to show it’s optional — while Millwork & Finish Carpentry below it stays required.
Once anything is marked optional, your pricing starts showing a range instead of a single number — the project total at the top of the page becomes “base price – price with everything,” and the totals at the bottom of the Scope tab break the optional work out on its own line. You can always see what the job is worth if the client says yes to nothing, and if they say yes to everything.
💡 Tip:
Use optional subprojects for nice-to-have work, alternates, or phased items.
Step 3: Preview the Client Experience
Your side and your client’s side, together — optional scopes carry a Pending Selection tag and an Approve / Decline choice for them.
Preview the proposal as a client
Confirm:
Optional scopes are selectable
Required scopes are fixed
Pricing updates correctly
Step 4: Send the Proposal
Send the proposal to your client as usual
In the client portal, they will:
See a Client Selection column, with a Pending Selection tag on each optional subproject and Approve or Decline buttons to choose with
Review the updated total
Sign the proposal
What Happens After the Client Signs
Once the client submits their selections and signs:
✅ The proposal updates to include only approved subprojects
✅ The contract reflects the final, approved scope
✅ The project scope updates automatically
✅ The milestones adjust based on the approved amount
No manual edits. No mismatched scope. No follow-up corrections.
When to Use This Feature
This feature is especially helpful when:
A client wants part of a project now, not everything
You’re offering optional upgrades or add-ons
Budget is undecided but the client wants to move forward
You want to avoid creating multiple versions of the same proposal
Important Notes
You control which subprojects are selectable
Clients cannot edit pricing or scope details
This feature is available on Pro plans and above