> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Add products and options

> Add products to your quote and configure pricing, quantity, and optional add-ons.

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.

## Prerequisites

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

## Access the product catalog

<Steps>
  <Step title="Navigate to your quote">
    Go to **Project** > **Quote** in the side menu, then click the quote you want to edit.
  </Step>

  <Step title="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
  </Step>
</Steps>

## Add products to the quote

<Steps>
  <Step title="Select products">
    Within the product section, browse or search for products in the catalog and select them to add to your quote.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the quote">
    Click **Save** at the top right of the quote to save your changes.
  </Step>
</Steps>

<Tip>Use bundles to add multiple related products at once with pre-configured pricing.</Tip>

## Configure product options

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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).
  </Step>

  <Step title="Save configuration">
    Click **\[SAVE]** or **\[APPLY]** to update the product line item. The quote total recalculates automatically based on your selections.
  </Step>
</Steps>

<Note>Configurator rules may require certain options or prevent invalid combinations. Required fields are marked and must be completed before you can save.</Note>

## 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 {/* TODO: verify inline editing vs modal */}
* **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 {/* TODO: verify if drag-drop is supported */}
* **Remove products**: Click the **\[DELETE]** or **\[REMOVE]** icon to remove a line item

<Warning>Removing a product from a quote cannot be undone. The product will need to be re-added from the catalog.</Warning>

## 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

## Troubleshooting

<AccordionGroup>
  <Accordion title="Products are missing from the catalog">
    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.
  </Accordion>

  <Accordion title="I can't change the product price">
    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.
  </Accordion>

  <Accordion title="Product configurator shows an error">
    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.
  </Accordion>

  <Accordion title="Quote total doesn't match my calculation">
    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. {/* TODO: verify if breakdown view exists */}
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Create a quote" icon="file-invoice" href="/user-guide/quotes/how-tos/create-quote">
    Learn how to start a new quote from a Template
  </Card>

  <Card title="Apply discounts" icon="percent" href="/user-guide/quotes/how-tos/apply-discount">
    Add quote-level or line item discounts
  </Card>

  <Card title="Product configurator" icon="sliders" href="/user-guide/catalog/how-tos/product-configurator">
    Understand how product options and rules work
  </Card>

  <Card title="Bundles" icon="box" href="/user-guide/catalog/how-tos/create-bundle">
    Create and manage product bundles
  </Card>
</CardGroup>