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Navigating your Quote
The information under Quote Summary is automatically filled out based on the information you had on your opportunity i.e. contract length, renewal type, billing type, etc. To update this information, change it in your opportunity. Then in your quote, click Sync SF Data.
To add products to your Quote, click Add Items. Once you add products to your quote, they will appear as Line Items.
To edit details of a Line Item, click the 3 dots under Actions on the line you want to edit, then click Change Options. DO NOT click Adjust pricing. This feature does not work.
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