Applicable plans*
Sprout Blossom Garden EstateForest

You can add products to a document as part of the pricing table. Please note that the product information has to be configured before creating the document. 

To add products to documents, follow the below steps:

  1. You can create a document in three ways: 
    1. Head over to the Documents module from the left navigation pane and click on Add document.
    2. Click on the Quick-add option (+ icon) on the top right corner and click Add document.
    3. Navigate to the related documents section on the deal landing page and click on Create quote.
  2. Fill in the document name and choose the document type and template. If you have not created a document template, here’s how you can create one.
  3. Enter the deal name. The Account and Primary Contact values are populated from the Deal record. Click Save!
  4. Click on the “Add or edit products” option on the pricing table.

  5. Search for the required product/s. You can also filter available products based on the product category.
  6. Enter the Billing Cycle, Quantity, and Discount value. The total value will display the computed value of the product/s with the applied discount. Click Save! The selected products are now visible on your document.