Quote builder block. Working with custom products
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 quote builder won’t be saved in the product catalog.
How to turn on custom products in quote builder
Note:Only account owners and users with an Admin or Manager role can turn product editing on/off. By default, this option is turned off in all quotes.
Start by clicking on quote builder, then select Edit quote on the floating panel. Next, select the gear icon and turn on the Custom products in quotes toggle. Once you do this, both Create custom products and Edit existing products toggles will be turned on. You can leave them both turned on, or switch off either one of them.
How to add custom products to quote builder
Note:Custom products added to quote builder can’t automatically be saved to the catalog. Want to be able to save products to your catalog? Please vote for this idea in our Idea Portal.
Once Create custom products option is turned on for quote builder, select +Custom products under the quote’s section, fill out the required product information, and select Save.
Note:A SKU will be generated automatically, if left empty.
Note:Bundling products in quote builder is coming soon. Vote for this idea!
How to edit products in quote builder
Once you’ve added custom products or products from the catalog, you can customize them inside quote builder if the Edit existing products toggle is turned on.
Select the vertical ellipses (three dots) at the far right of the product listing, then select Edit item from the dropdown menu.
You can update the product name, description, pricing method (choose between fixed and volume-based), and custom fields.