Add products and services to a quote
Build out the line items — priced products, sections, and notes — with your saved library and tax rates.
A quote's line items live in the Order lines table on the quote. Three buttons below it add rows:
| Button | Adds |
|---|---|
| Add a product | A priced line — quantity, unit, unit price, and tax. |
| Add a note | An unpriced line of text. Tap Add pricing to turn it into a product later. |
| Add a section | A heading that groups the lines beneath it. |
Start typing a product name to pull in a saved Library item — it fills the title, description, unit, and price for you. Drag the handle to reorder lines, and set each line's tax from your saved rates.
Reuse whole quotes with Apply template, Insert from library, or Save as template. Manage these under Quotes → Templates & Library.