Add Items to Quote
Include products and services in the quote
Step by Step
1
In the open quote, go to 'Items' section
2
Click '+ Add Item'
3
Search in catalog or add manual item
4
Select the item
5
Adjust quantity
6
Adjust unit price if needed
7
Repeat for all items
Tips
- •Manual items allow custom descriptions
- •Prices can be adjusted per quote
- •Total updates automatically