For professionals - How to add lines on the quote?

customization, management, modification, estimation, update
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Written by Visuary
Updated 9 months ago

You can add entire sections, items, or even sub-items to your quote based on your needs.

  • To add a section, click on "Add a section."  
  • To add an element, click on "Add item."  
  • To add a sub-item within an existing item, click on the small "+" located just below the last sub-item.

Manual addition of items to the quote should only involve items that do not impact the plan, such as a discount or a flat fee. For any item that needs to appear on the plan, place it on the plan so that it is updated, and the line will automatically generate on the quote. Indicating an item like "adding an outlet" without placing it on the plan will make the plan and your quantities incorrect.
To learn more about configuring the information visible on quotes, click here.
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