Availability: Business* and Enterprise plan
*Quote builder is a part of our Advanced Quotes add-on
You and your teammates can easily add custom products to the quote builder or edit products added from the catalog.
Note:Custom products and changes applied to products in the quote builder won’t be saved in the product catalog.
How to enable custom products in the quote builder
Note:Only account owners and users with an Admin or Manager account role can enable/disable product editing. This option is switched off by default in all quotes.
First, click on a quote builder and select Edit quote on the floating panel. Next, click on the gear icon on top and switch on Custom products in quotes toggle. Once you do this Create custom products and Edit existing products toggles will be switched on. You can leave them both turned on or switch off one of them.
How to add custom products in a quote builder
Note:Custom products added to the quote builder can’t be automatically saved to the catalog. Need to save products back to catalog? Please vote for this idea on our Idea Portal.
Once Create custom products option is enabled for the quote builder, select +Custom products under quote’s section, fill out required product information and select Save.
Note:SKU will be generated automatically if left empty.
Note:Bundling products in the quote builder is coming soon. Vote for this idea to stay tuned.
How to edit products in a quote builder
Once you’ve added custom products or products from the catalog you can customize them inside the quote builder provided Edit existing products toggle is turned on.
Select three vertical ellipses at the far right of a product and select Edit item from the dropdown menu.
You can update the product name, description, pricing method (you can choose between fixed and volume-based), and custom fields.