Pricing > Edit Quote page, you can

• Set the quote price, by either

  • calculating based on inventory pricing and markup

  • entering a price override

• Manage how the quote is presented to the customer

  • Show / hide line item names

  • Show / hide line item pricing

  • Group items and create a system description paragraph

  • Add an introduction paragraph

• Add Finance Options

• Adjust Payment Terms

• Add quote-specific conditions.

Edit quote items

On the Edit Quote page, you will see a list of the items that are added to the quote.

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