This feature is only available for PRO Connect or Work Subscribers.
You can add products and services to a Quote by following these steps:
- Click on Quotes icon in the navigation bar on the left.
- Click on the Quote you want to update. Note: You can use the Filter options at the top to easily find the quote.
- Click on the Products and Services tab on the left.
- Click the + Add Products or Services button in the top-left.
- Add the Product or Service you'd like by clicking the + Add button to the right of the Product or Service. Note: You can use the search and filter options at the top to easily find them.
- Enter the details for this Product or Service as you see fit.
- Click the Add Item to Quote button at the bottom.
- Once you've added the line item, you can edit (pencil) or delete (trash can) it by clicking the corresponding icons.
If you do not have an products and services created, click here to learn how to add them to the Item Manager.