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Frequently asked questions
FAQ-032How do I add products, services, and custom jobs to a quote?Quotes and commercial approvals · Agency and team
The default source is Custom Product / Service: enter a separate title and description, a positive integer quantity, and a nonnegative unit price. For catalog items, choose Product or Service from Our Catalog, optionally filter by category, and explicitly select the item and required active variant. Choosing a category does not select the product. Check currency, cycle, and proposed price; changes affect the document, not the catalog. Switching source or category clears selections and draft fields: check them before saving the line.
Do not confuse a custom billing cycle with an installment plan; they are different settings.
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