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Every line of a quote belongs to a section. Use product sections for one-off products, such as setup fees or hardware, and plan sections for recurring products, such as subscriptions. Plan sections are split into phases, so you can model ramp-ups or price changes over time.

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Prerequisites

  • The quote is editable
  • Your catalog contains one-off products (for product sections) or recurring products (for plan sections)

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Add a section

In the Quote section of the editor:
  • Click + Product section for one-off products, or + Plan section for recurring products. The Add a line window opens so you can pick the section’s first products.
  • Click + Import bundle to add the products of a bundle as sections.
The buttons stay available below your existing sections, so you can add as many sections as you need.

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Configure a section

1

Open the section settings

Click the Section settings icon (or Plan settings for a plan section) in the section header.
2

Set the title and type

  • Title: the section name shown to the customer
  • Billing frequency (plan sections only): how often the plan is billed, for example monthly or yearly
  • Type: Standard (always included) or Optional (the customer chooses whether to include it). For an optional section, turn on This optional pack is selected to preselect it for the customer.
3

Choose what the customer sees

  • Hide line item’s price details: the price columns stay empty for this section
  • Hide subtotal: hides the section subtotal
  • Metadata: click Add to store key/value pairs on the section
4

Save

Click Save in the window, then Save in the header.
In an optional section, the lines aren’t billed unless the customer includes the section in the Dealroom (“Include this optional section in the offer”).

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Build phases in a plan section

A plan section contains one or more phases. Each phase has its own lines, start, and end.
1

Set when the phase starts

In the phase’s Estimated date, choose the start:
  • Sign day: the day the quote is signed
  • Delay: a number of days after the sign day
  • Date: a fixed date
Later phases can start at the end of the previous one (← Previous phase end).
2

Set when the phase ends

Choose the end:
  • Forever: the phase never ends
  • Duration: a number of Days, Weeks, Months, or Years, or a Preset (1 month, 6 months, 1 year, 2 years, 3 years)
  • Date: a fixed end date
3

Add lines to the phase

Click + Add a line in the phase and select recurring products.
4

Add more phases

Click + Add a phase to add the next phase. You can’t add a phase after a phase that never ends (“The last phase has no end; you cannot add another phase after it.”).
Use the phase icons to Duplicate phase or Remove phase. A phase with no end can’t be duplicated.

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Reorder, duplicate, or remove sections

  • Move section: drag the section handle to change the order
  • Duplicate section: copies the section with its lines
  • Remove section: deletes the section and its lines

Quote sections

Reference of section types and settings

Configure line items

Optional lines and quantity rules

Add products and options

Add lines, bundles, and configured products

Client view

How sections appear in the Dealroom
Last modified on October 27, 2026