How to Add Multiple Items?

1. Click On "Proposals"

2. Select The Proposal You Want To Add Multiple Items To

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

3. Click On "Add Multiple Items"

4. Select The Saved Items Of Your Preference, The Quantity, And The Price. When Ready, Click "Save"

5. Now You Will See All The Multiple Items You Add

There's no current 'set it once' button/option to mark or accept for items so it doesn't ask you if the item is either a product/service each time you want to add it to a proposal.

In order for you to don't have to select this each time, please make sure you selected product/service from your products & services settings

How to get there? Settings > Product / Services

1. Click On "Proposals"

2. Select The Proposal You Want To Add Multiple Items To

3. Click On "Add Multiple Items"

4. Select The Saved Items Of Your Preference, The Quantity, And The Price. When Ready, Click "Save"

5. Now You Will See All The Multiple Items You Add

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