Topic
There are two ways to move items between quote sections: drag & drop the items, or use the ... button at the line item's end to choose the section.
Move Items Via Drag & Drop
- Navigate to the Quotes page.
- Search for and select the quote you need to update.
- Click and hold the vertical 3-dot icon at the left end of the line item you want to move.
- Drag the item to the section you need it in.
Move Items Via Button Selection
- Navigate to the Quotes page.
- Search for and select the quote you need to update.
- Select the ... icon on the right end of the line item you need to move.
- Select Move.
- Select the section you need the item in.
Additional Information
To find out more information about quote sections see here: Create a Quote With Options or Sections
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