Yes, you can. Syncing a quote with a deal attaches all line items added in the quote record to the Line Items widget in the deal.
Follow these steps to sync a quote with a deal:
- Click the Menu icon.
- Go to Sales.
- Click Quotes.
- Fill in the necessary details.
- Link a deal and add line items.
- Enable the ‘Sync with Deal’ toggle button.
- Click Save.
Go to the linked deal to view the line items under the Line Items widget.