All the Products/Services added to the quote are listed on the Document Items tab of the quote workbook.

Once the items are in the quote, changes can be made to each of the line items.  You can change almost any aspect of every item such as quantity, description, cost, price, etc.

Totals for All/Selected Items
You can also select one or several of the items on your quote to see their individual totals, costs, profit, commission, etc in the Totals frame above the items grid.  When no items are selected, then the totals for all of the line items are displayed.

Tax Code

You can specify the Tax Code for each item.

Line Attributes

Every item on the quote has line attributes that can be set. You can set these line attributes by selecting one or more items and choosing the Edit|Line Attributes menu.

A line’s attributes are also displayed in the status bar at the bottom of the window when the line item is selected.

Adjusting Markup and Margin

Once your products are added to the quote, you can adjust the markup, margin, and discounts by changing the PriceModifier column to reflect the appropriate value. You can select from a list or manually type it in. For example, you can manually type in 'P21' for a 21% margin.