How Client Selections and Allowances Work
Give clients options to choose from inside an estimate — single-choice or multi-choice — and keep the price and scope in sync with what they picked.
Winning WorkOwnerAdminEstimatorProject ManagerLast verified August 24, 2026
Availability
- Client Selections — Selections are available on request. Contact SiteView to enable this feature for your company.
- Who can use this
- Estimators, project managers, admins, and owners.
- What the client sees
- Clients see the selection groups exactly where you placed them in the estimate, with the options and prices you published.
Before you start
- An estimate in draft or sent status
Add options to an estimate
- Open the estimate and add a selection group where you want the client to choose.
- Add each option with its own description, price, and photos.
- Decide whether the client picks exactly one option or can choose several.
- Save. The group stays in the position you put it in — the client view keeps your order.
What happens when the client picks
- The estimate total updates to reflect the chosen options.
- Selected products can be pushed into item tracking so procurement knows what to buy.
- Selections made after approval are handled as change-order requests, not silent edits.
Troubleshooting
The client picked nothing.
Selections stay open until they choose; send a reminder from the estimate.
You need to change an option after approval.
Use the post-approval selection request flow so the price change lands on a change order.
Related guides
Still stuck?
Our team usually responds within one business day.
Verified against the shipped product on August 24, 2026.