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