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How to Add Quote Line Items in Salesforce

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Here is a step-by-step tutorial to add Quote Line Items in Salesforce:

  1. Navigate and click on Opportunities in the menubar on top.
  2. Locate the specific Opportunity record where you want to add the line items.
  3. Find and click on Quotes in the right column. 
  4. Click on the existing quote in the Quotes quick preview box.
  5. If you don't already have a quote, click on New Quote to create one.
  6. Click on the Add Products button in front of Quote Line Items.
  7. Select the products to be added to the Quote and input the Quantity.
  8. Once you've filled in the necessary information, click Save to add the product to the quote.

Note:

You can additionally Sync your Quote Line Items to opportunity. Click on the down arrow next to New Opportunity and select Start Sync to do so.

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