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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

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Adding products to a quote is the core step in building a customer proposal. You can add individual products, bundles, and configure product options to match your customer’s needs.

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Prerequisites

  • You have an open quote in Draft status
  • The quote is linked to a Template with an active Catalog and Pricebook

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Access the product catalog

1

Navigate to your quote

Go to Project > Quote in the side menu, then click the quote you want to edit.
2

Add a section to the quote

In the Quote section, click one of the following buttons to add a section:
  • + Product section — adds a standard product section for one-time or recurring products
  • + Plan section — adds a plan-based section for subscription products
  • + Import bundle — imports a pre-configured bundle from the catalog

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Add products to the quote

1

Select products

Within the product section, browse or search for products in the catalog and select them to add to your quote.
2

Set quantity and pricing

For each product, set the quantity. The unit price is pulled from the Pricebook automatically. You can override the price if your role permissions allow it.
3

Save the quote

Click Save at the top right of the quote to save your changes.
Use bundles to add multiple related products at once with pre-configured pricing.

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Configure product options

If a product has configurable options (created with the Product Configurator), you can customize it for your customer.
1

Open product configuration

In the quote line items table, locate the product with configurable options. Click the [CONFIGURE] icon or button next to the product.
2

Select options

Choose from available options such as add-ons, upgrades, or variants. The Product Configurator enforces any rules set by your Admin (e.g., required selections, incompatible combinations).
3

Save configuration

Click [SAVE] or [APPLY] to update the product line item. The quote total recalculates automatically based on your selections.
Configurator rules may require certain options or prevent invalid combinations. Required fields are marked and must be completed before you can save.

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Adjust line items

After adding products, you can modify the quote line items:
  • Edit quantity or pricing: Click on the line item to change values
  • Apply discounts: Add percentage or fixed amount discounts to individual line items, or click + Global discount in the Summary section for a quote-level discount
  • Reorder items: Drag and drop line items to change their order in the quote
  • Remove products: Click the [DELETE] or [REMOVE] icon to remove a line item
Removing a product from a quote cannot be undone. The product will need to be re-added from the catalog.

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What happens next

Once you’ve added all products and configured options:
  1. Review the quote total and line item details
  2. Add any additional information in the quote description or notes
  3. Preview the quote to see how it will appear to your customer
  4. Submit the quote for approval (if required) or publish it directly to the Dealroom

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Troubleshooting

The catalog shown depends on the Template assigned to your quote. If products are missing, verify that:
  • The products are active in the Catalog linked to the Template
  • The products have prices defined in the active Pricebook
  • Your user role has permission to view those products
Contact your Admin if you need access to additional products.
Price override permissions are role-based. Sales Reps may have limited or no ability to modify prices pulled from the Pricebook. Managers and Admins typically have override permissions.If you need to offer custom pricing, request Manager approval or use discount fields instead of changing the base price.
Configurator errors occur when:
  • Required options are not selected
  • Incompatible options are selected together
  • Quantity limits are exceeded
Review the error message and adjust your selections. If the issue persists, the Product Configurator rules may need updating by an Admin.
The quote total includes:
  • Sum of all line item subtotals (quantity × unit price)
  • Line item and quote-level discounts
  • Taxes (if configured in the Template)
  • Any fees defined in Payment Terms
Expand the quote summary section to view the detailed calculation breakdown.

Create a quote

Learn how to start a new quote from a Template

Apply discounts

Add quote-level or line item discounts

Product configurator

Understand how product options and rules work

Bundles

Create and manage product bundles