DripJobs Help Center

How to Add Line Items to My Proposal?

In this article, you will learn how to add line items to your proposal.

Written by Salma Castillo

Updated over 2 weeks ago

1. Click On "Proposal"

Click on Proposals

2. Select The Proposal You Want To Build

You Can Also Edit It From The Deal Card "In Draft" Deal Stage

Select the proposal you want to build

3. Once Inside The Proposal, Click On "Add Item"

Once inside the proposal, click on Add Item

4. Select A Product Or Service You Have Already Saved

Or You Can Create One Directly For This Proposal

Select a product or service you have already saved

5. When All Details Are Ready, Click On "Save"

When all details are ready, click on Save

6. You Will Be Able To See Your Line Item Right There

You will be able to see your line item right there

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.