Quote Items allows you to set fee structures and tax rates that can be used when creating quotes.
Required LRM Access: Owner or Admin or Sales Admin
NOTE: You will only be able to set up Quote Items if you have Billings and Payments enabled in Connected Apps.
1
Navigate to LRM > Settings
2
- In the Configuration box, click Dropdown Lists
- Click Quote Items
- On the top right corner, Click Add Quote Item
- Enter a Code
- Enter a Description
- Select a Unit Amount
- Select a Tax Rate
- Use the Toggle to set the Quote Item as Active
- Setting a Quote Item as Active will allow you to select the item on the Quote Form when creating a new quote
- If you no longer want a Quote Item to be available on the Quote Form, you can always review your Quote Items Dropdown list and set it as Inactive
- Click Save
- Your newly added Quote Item will now appear on the Quotes table
Next Step
How to Create a Quote