Salesforce - How to Add Quote Line Items in Salesforce
- George Apostolov
Salesforce - How to Add Quote Line Items in Salesforce: step-by-step guide
Navigate and click on Opportunities in the menubar on top.
Locate the specific Opportunity record where you want to add the line items.
Find and click on Quotes in the right column.
Click on the existing quote in the Quotes quick preview box.
If you don't already have a quote, click on New Quote to create one.
Click on the Add Products button in front of Quote Line Items.
Select the products to be added to the Quote.
Input the Quantity.
Hit Save.
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.
Hit Continue
You will get a success message once sync finishes.
Quick answer: To add quote line items in Salesforce, navigate to Opportunities, select a record, open a quote, and click Add Products. Next, select the products, input the quantity, and save. Optionally, sync the quote line items to the opportunity by using the Start Sync option and clicking Continue.
About this Salesforce tutorial
Manage your sales deals efficiently in Salesforce by adding and syncing quote line items to your opportunities with these simple steps. This guide covers salesforce - How to Add Quote Line Items in Salesforce in 12 steps, starting with "Navigate and click on Opportunities in the menubar on top" and finishing with "You will get a success message once sync finishes". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - How to Add Quote Line Items in Salesforce take?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to Add Security Token to Password in Salesforce, Salesforce - How to Add Users in Salesforce and Salesforce - How to Add Utility Bar in Salesforce. Last reviewed 05 Oct 2026.
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