Adding Quote Line Items

To add a line item on a quote:

  1. Create a new quote or open existing quote details.
  2. Go to the Quote Summary tab.
  3. Click Add Line Item button.

    A screenshot of the 'Add Line Item' action on a Nextian quote.

  4. Select line item type and click Next.
  5. Follow on-screen instructions as subsequent steps depend on the selected line item and product types.
ImportantOnly active products can be added to a quote.
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