Tips and Tricks


Don't wait! Add New Custom Items to a Quote.

Wednesday, March 15, 2017

To view a newly created item and have it added on a quote immediately, create and save a new custom item from the Products tab under "Items Admin" in the Control Panel.

First, make sure that the document you want to add the item to is your active document (check by hovering over the active document tab). Then, from within Items Admin > Products > Custom Items, select the description of the new custom item you wish to add to the active document (you may have to sort or page through to reach your item). The description will take you to that item's product page. Select the "+" Add to Quotes icon, and the item is added and displayed on the quote.



Don't wait! Add New Custom Items to a Quote.