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  • How do I save my changes while in Edit Mode?
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  • What information is stored in the "Client details" section of a quote?
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  • What happens after I confirm a duplication?
  • Why would I use the Duplicate feature?
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  • What actions can I perform on a quote from the main list?
  • How do I create a new quote from scratch?
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How do I add items to my quote?

Jonathan Pauwels
January 23, 2026 10:05

There are two ways:

  1. Click the “Catalog” button to select products and services already saved in your system.
  2. Start typing a name in the “Add a product or service” field to search or add manually.
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