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Associate a Product with a Quote
admin 2 min read
Updated:
To associate a Product to a Quote:
1. Go to the Sales tab from the main navigation bar. Then click ‘Deals’ from the sub-tabs available.
2. Click the ‘CREATE’
button.
3. Click on ‘Add Product’ to associate a product with a quote.
4. Select the Product Listing and Product from the drop-down options.
5. Click on the ‘Add & Close’ button once the product is selected.
6. Fill out the rest of the required information in the Quote section.
7. Click on the ‘Next’ button to see the preview of the created Quote.
8. It will direct you to the preview section of the created Quote.
9. Once finalized, click the ‘Create Quote’ button.
