How To add new line items to a quote

Topic

Today we will walk through the process of adding a line item to a Quote.

 

Instructions

To get started jump into your Quote;

  1. Head down to Line items and click the 'Price List Item' button.Screenshot 2023-09-14 at 12.26.39 PM.png
  2. Type in the name of the item your looking for and click on it.Screenshot 2023-09-14 at 12.26.57 PM.png
  3. You're done and have added an item!

 

Additional Information

Look here for more info on Quotes: Create a Quote

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