Add Line Items to Opportunities, Print to PDF, Convert to Quotes

Breakdown your Opportunities with more detail by adding line items. These line items then convert right over into a Quote. Also create nice Opportunity PDF summaries by defining a template for how to lay out those line items.

Highlevel Overview

Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.

Create Product & Service Line Items

Now you can break down products/services in your Opportunities.

Convert Line Items to Quotes

Won an opportunity? Convert the opportunity, including the line items, over to a quote.

Generate Opportunity PDFs

Create PDFs that include the line items for your opportunities.

Custom Line Item Templates

You decide how you would like line items to print in your PDF by defining line item PDF templates.

To learn more about this solution go to Opportunity Line Item or search for "Opportunity Line Item".