To add products and services to your quote you want to navigate to the Product Lookup window. This can be done by clicking on the products icon on the standard toolbar or the left navigation panel or navigating to the Products -> Lookup... menu.
1. Navigating to any of those three areas will open the Product Lookup window as seen below:
2. Select the product database you would like to search by clicking on the database name from the list of available databases on the left.
3. Enter your search criteria into one of the available search fields and click Find. Alternatively, you can click Show All to display all products and services from the selected database.
4. Select the product(s) or service(s) you would like to add to the quote and click the Add selected product(s) to current Document button. You can add multiple products/services at once by selecting them while holding the Shift key.
5. The Add Item Assistant will open for each of the products/services that you are adding to the quote.
The Add Item Assistant window allows you to make adjustments to the item prior to adding it to the quote. This includes changing the quantity or price of the item. Additionally, you can view the price history for this product for the selected contact or for all customers.
6. You can add the products/services to an existing heading or section header or create a new one.
7. To add the item to your quote, click on Add or Insert.
8. The item is now added to the quote as a line item.
