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Utilizing the SalesReady Quote Interface

  1. Open a quote you have created by clicking the name under the Quotes section and select the price book you would like to use

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  2. Here you can add and create bundles or add lines where you can add individual products to the quote

    image-20240808-175628.png

     

  3. Here you can edit the individual prices of the items as well as add/edit the discounts for items. Additionally, you can remove or add items to the bundle. When you have finished adding all the desired items and editing the details, press save

    image-20240808-180207.png

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