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.

    Adding quote line items

  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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