FAQs in this section
How do I share a quote?
How do I print a quote?
How do I create a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How do I create a quote from a deal?
How do I add a new section in a quote?
How do I add a product or a service to a quote?
What does the Sync with Deal button do?
Can I sync multiple quotes to a single deal?
How do I generate a sales order from a quote?
How do I generate a purchase order (PO) from a quote?
How do I generate an invoice from a quote?
How do I generate a subscription from a quote?
How do I change the template of a quote?
What is Quantity in Stock?
What is Quantity in Demand?
What is Quantity Ordered?
Can I convert a quote into an invoice?
Can I add multiple items in a purchase order or sales order from a quote?
What should I do if a custom font is not displaying in my quote?

How do I add a new Line Item between existing items in the Quotes?

Follow these steps to add a new Line Item between existing items in the Quotes:
  1. Log in to the CRM.
  2. Click the Menu icon.
  3. Go to the Sales.
  4. Select Quotes module.
  5. Select and open the record to which you want to add line items. The Summary View opens. 
  6. Click Edit. The Edit page opens.
  7. Go to the Line Items section. 
  8. Enter or select the following information to add the Line Items:
    1. Add Product or Service row: Click to add the product or service to the Deal record.
    2. More: Click More next to the line item number.
      1. Add Product Row: Add a new product line next to an existing line item.
      2. Add Service Row: Add a new service line next to an existing line item.
      3. Add Section: Adds a new section to group related line items.
  9. Click Save.
Note: The More option becomes visible only when more than one line item is added.
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