Sometimes, you want to add a line to your offer that is not coming from the catalog of predefined products or services.

QuoteMachine lets you create products or services on the fly from quotes or invoices.

From the search window on the pricing table, 

  • Select the "Quick Create" option
  • Enter at least a title and a price
  • Click "Add" to add the product to your pricing table

That's it!


Note:

  • You can save products that are created this way into your catalog if you intend to reuse them for future quotes or invoices (Notice the "Save to my catalog" checkbox in the creation window).
  • Access to the "Quick create" feature may be restricted using user permissions.
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