Add shipping charges to a quote

This feature is only available for PRO Connect or Work Subscribers.

While we're planning on implementing integration with several shipping providers (FedEx, UPS, USPS), you can include relevant shipping charges in the Quote Builder by following these easy steps:

For Admins, first ensure the Quote Item exists in the Item Manager. If it doesn't:

1. Click on the Admin icon in the navigation bar on the left.
2. Click on the Item Manager tab on the left.
3. Click CATEGORIES in the top sub-nav.
4. Click the Add New Category button.
5. Add Shipping in the Category name field (or use any other label you'd like) and click Create Category.
6. Click ITEMS in the top sub-nav.
7. Click Add New Item.
8. Create a new Quote Item and label it "Shipping" (or whatever label you'd like to use to identify it).
9. Fill in any other relevant fields for your own reference.
10. Choose a Calculation Type of Shipping.
11. Leave the Item Price at $0.

If the shipping Quote Item exists in Item Manager, we're ready to add shipping charges to our quote:

1. Create your quote with relevant products/services.
2. Click Add Item.
3. Select Shipping (or whatever label is used when creating the item) and click Add Item.
4. Enter the shipping charges that you want to apply to the quote.
5. Click Add Item to Quote.

Important: Shipping totals will appear only when a dollar amount is included on the quote.