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Adding Multiple Items To a Proposal

Adding Multiple Items To a Proposal

Learn how to add multiple items to a proposal at one time.

Written by Danielle Walls

Updated over a week ago

1. Inside a Proposal Click on Add Multi. Items

Inside a Proposal Click on Add Multi. Items

2. Select an item to add

Select an item to add

3. Arrow up or type in the quantity

Arrow up or type in the quantity

4. Type in the Price

Type in the Price

5. Select another item to add

Select another item to add

6. Arrow up or type in the quantity

Arrow up or type in the quantity

7. Type in the price...

Type in the price...

8. If the item is optional, select the optional box

If the item is optional, select the optional box

9. Click on Save

Click on Save

10. Click on Close

11. See that the items have populated in your proposal accordingly.

See that the items have populated in your proposal accordingly.