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Each quote line has settings that control what your customer can do with it in the Dealroom, and how it’s priced. You change them from the icons at the end of the line.

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Prerequisites

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Set the line options

1

Open Line settings

Click the Line settings icon on the line. The Line item option window opens.
2

Choose the options

3

Save

Click Save, then Save in the header.
When the section is in Optional mode, its lines aren’t billed regardless of these settings, unless the customer includes the section.

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Edit the line content

Click the Edit line icon to change, for this quote only:
  • Product Name and Description
  • Product info: SKU, Unit, Unit per pack, and VAT
  • Asset: files attached to the line
Click Save. The product in your catalog isn’t changed.

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Change the pricing model of a line

Click the pricing icon next to the line’s unit price (Edit pricing model) to choose how this line is priced: For Volume and Graduated, define the Tiers with First unit, Last unit, Price by unit, and Flat Fee. Use No limit for the last tier. Click Save.
If a minimum unit price is defined for the product, the line shows Minimum unit price: as a reminder.

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Other line actions

  • Duplicate line: adds a copy of the line below it
  • Remove line: deletes the line
  • Move line: drag the handle to reorder lines in the section

Pricing types

Pricing models defined in the catalog

Build quote sections

Optional sections and phases

Apply a discount

Discount a line or the whole quote

Client view

What the customer can change in the Dealroom
Last modified on October 27, 2026