How to Add and Remove Products on a Proposal

Once the proposal is built, users can still add and remove individual products on a proposal prior to it being sold

• When on step 3 of line items, users can do the following from the sidebar:
  • Add additional products
  • Remove line items
  • Clone line items
  • Rename line items
• When on step 4, the review page, users can do the following:
  • Add additional products
  • Remove line items
  • Edit line items - this will bring them back to step 3