FAQs in this section
How can I create a quote? How is a quote important in a Deal Journey? How can I create a quote from a deal? How can I generate a sales order from a quote? How can I generate an invoice from a quote? How can I generate a subscription from a quote? Can I change the template of a quote? What is Quantity in Stock? What is Quantity in Demand? What is Quantity Ordered? How can I share a quote? How can I add a new section in a quote? What does the Sync with Deal button do? Can I sync multiple quotes to a single deal? How can I print a quote? What is a Quote? How can I generate a purchase order (PO) from a quote? Can I convert a quote into an invoice?
How do I add a product or a service to a quote?
Table of Contents
Follow these steps to add a product or a service:
- Click the Menu icon.
- Under the Sales tab, Select Quotes.
- Click New Quote.
- Fill all the necessary details.
- Open the recently created quote and Click the Deep Dive.
- Go to the Item Details block.
- Click Add row.
- Select the Product or Service.
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