FAQs in this section
How can I share a quote?
How can I print a quote?
How can I create a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How can I create a quote from a deal?
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 generate a sales order from a quote?
How can I generate a purchase order (PO) 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?
Can I convert a quote into an invoice?

How do I add a product or a service to a quote?

Follow these steps to add a product or a service:
  1. Click the Menu icon.
  2. Under the Sales tab, Select Quotes.
  3. Click New Quote.
  4. Fill all the necessary details.
  5. Open the recently created quote and Click the Deep Dive.
  6. Go to the Item Details block.
  7. Click Add row.
  8. Select the Product or Service.
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