DripJobs Help Center

How to Add Line Items Using Packages?

In this article, you will learn how to add line items using packages.

Written by David Arteaga

Updated over a month ago

1. Go to the Sales Pipeline and Find the Proposal You'd Like to Work From

Go to the Sales Pipeline and Find the Proposal You'd Like to Work From

2. Click on 'View Proposal'

Click on 'View Proposal'

3. After Adding a Package, Click on 'Add Item'

After Adding a Package, Click on 'Add Item'

4. Make Sure to Fill the Item's Information

Make Sure to Fill the Item's Information

5. Click on 'Save'

Click on 'Save'

6. See the Item Added to the Package from the Proposal Builder

See the Item Added to the Package from the Proposal Builder

7. See the Item Added to the Package from the Customer's View

See the Item Added to the Package from the Customer's View

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.