Moving line items between quote sections

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Quoting

Topic

How can you move line items between quote sections once they have been created?

Instructions

Either:

  1. Click and hold the line item you want to move
  2. Drag this to the section you want to update

Or:

  1. Select the line item menu beside the line item you wish to move
  2. Select Move > 
  3. Select the section you would line to move this line item to

 

Additional Information

To find out more information about quote sections see here: Create a Quote With Options or Sections

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