Salesforce - How to Add Quote Line Items in Salesforce



Guide

  1. Navigate and click on Opportunities in the menubar on top.

  2. Locate the specific Opportunity record where you want to add the line items.

  3. Find and click on Quotes in the right column.

  4. Click on the existing quote in the Quotes quick preview box.

  5. If you don't already have a quote, click on New Quote to create one.

  6. Click on the Add Products button in front of Quote Line Items.

  7. Select the products to be added to the Quote.

  8. Input the Quantity.

  9. Hit Save.

  10. You can additionally Sync your Quote Line Items to opportunity.

    Click on the down arrow next to New Opportunity and select Start Sync to do so.

  11. Hit Continue

  12. You will get a success message once sync finishes.

🚀

Create your first interactive demo in minutes

No credit card required • Start building today

Start free

    This website uses cookies to enhance the user experience.

    AcceptDecline