Skip to main content
How to bulk add items to a quote

add multiple items to a quote from a label filter

QuoteMachine Sales Team avatar
Written by QuoteMachine Sales Team
Updated over a week ago

If you frequently add similar groups of items to new quotes, QuoteMachine allows you to filter your product list and bulk add these items, all at once.

To bulk add items, first, navigate to the “Add a product or service” menu within a quote.

From here, either search for an item or add a label filter. Adding labels to products that are frequently purchased together can allow you to quickly navigate through your product list.

Next, use the checkboxes on the right-hand side of the product menu to select which products you would like to add. Once complete, select “Add”.

Note: Selection checkboxes will only appear once a search has been made or a label filter has been applied.

Did this answer your question?