How to Add Quote Line Items in Salesforce
In this article
This guide will walk you through the process of adding quote line items in Salesforce, ensuring your quotes accurately reflect the products and services offered to your customers.
Explore more Salesforce tutorials with interactive Saltfish walkthroughs.
Here's how to add quote line items in Salesforce
- Navigate to Opportunities
Begin by clicking on the 'Opportunities' tab in your Salesforce navigation bar. This will take you to a list of your sales opportunities.
- Select an Opportunity and Access Quotes
From the opportunities list, select the specific opportunity you wish to work with. Once on the opportunity page, locate and click the 'Quotes' link in the right sidebar to view associated quotes.
- Open an Existing Quote
Click on the quote you want to modify or add items to. This action will open the detailed view of that particular quote.
- Add Products to the Quote
Within the quote details, find the 'Quote Line Items' section and click the 'Add Products' button. A new dialog will appear, allowing you to select products.
- Specify Quantities and Save
For each selected product, enter the required quantity. After setting the quantities, click 'Save' to add these products as line items to your quote.
- Sync Quote with Opportunity
To ensure the quote line items are reflected in the associated opportunity, click the dropdown menu on the quote page and select 'Start Sync'. Confirm the action by clicking 'Continue' in the pop-up.
Your turn to show how it works.
Build a walkthrough of your product with Saltfish, then share it with your customers.
Frequently Asked Questions
A quote line item represents a specific product or service included in a sales quote, detailing its quantity, sales price, and any applicable discounts.
Salesforce
