Go to the hamburger menu > Company Settings > Quotes. Open a quote template and click on an option/upgrade to open it.
Click Add Line Item and search the price list for an item to add. Once you select one, click Add.
Repeat this for all the items needed in the option/upgrade.
Use the icon button on each line item as needed:
Quantity Calculation Editor: Each quote line item defaults to using the formula from the price list item, but you can override this if needed and edit it here. Generally, you’ll want to leave it using the default from the price list item.
Line Item Replacement: If you need to swap out this line item for a different item on your price list, you can do that using this icon.
Visibility Toggle: Line items hidden using this icon will still be calculated and added to the option price, but they won’t appear as a line item on the quote. This is useful for generic items like OSB board that aren’t necessary to explain to the customer but still need to factor into the price.
Delete Line Item: Self-explanatory.
If you need to reorder line items, use the drag handle to move them up or down.
Use the duplicate button on options/upgrade to quickly duplicate them inside the quote template or even onto another quote template entirely.
Add optional descriptions and header images.
Support
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