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Adding a New Product to a Quote

This guide walks you through adding a new custom product to a sales quote in TurboQuote. You'll learn how to create a product record with category, billing frequency, and pricing details, then insert it as a line item in your quote.

What You'll Accomplish​

By the end of this guide, you will have:

  • 🗂️ Opened the product catalog from within a quote
  • 📦 Created a new product with name, category, and billing frequency
  • 💵 Set up list price and optional cost for margin tracking
  • ➕ Inserted the product as a line item in your active quote
Quick Start Promise

Adding products to your catalog takes only a moment, and reusable products make every future quote faster to build. 🚀


Step 1: Open the Add Product Interface​

Initiate the process of adding a product line item to the current quote by accessing the product selection interface. This sets the stage for searching, selecting, or creating products to enrich the quote.

Instruction:

  • Click the + Add Product button in the top action bar above the quote line items section.

Open the Add Product interface


Step 2: Begin Creating a New Product​

Open the new product creation form when the desired product is not available in the existing catalog. This step enables adding a new product record to reuse in the quote and future transactions.

Instruction:

  • In the Product Catalog dialog, click the + New Product button located to the right of the search field.

Begin creating a new product


Step 3: Focus the Product Name Field​

Set the cursor in the Product Name input field to begin specifying a clear and recognizable name for the new product.

Instruction:

  • Click on the Product Name text input field near the top of the New Product form.

Focus the Product Name field


Step 4: Select or Enter a Product Category​

Identify or create a category for the new product to organize it properly within the catalog for easier selection and reporting.

Instruction:

  • Click on the Category text field in the New Product form to begin searching or entering a category.

Select or enter a product category


Step 5: Choose a Category from the Dropdown​

Assign the new product to a category to align it with similar catalog items and facilitate proper organization.

Instruction:

  • Click the desired category option (e.g. Hardware (Default)) from the Category dropdown list.

Choose a category


Step 6: Open the Billing Frequency Dropdown​

Review or change the billing frequency to ensure it matches the intended sales and revenue model for the new product.

Instruction:

  • Click on the Billing Frequency dropdown field currently showing Monthly Recurring.

Open the Billing Frequency dropdown


Step 7: Select a Billing Frequency​

Switch the billing schedule to correspond with the product's sales type.

Instruction:

  • Click on the desired option (e.g. One-Time) in the Billing Frequency dropdown list.

Select billing frequency


Step 8: Navigate to the Pricing & Costs Tab​

Access the section to configure pricing details of the new product after setting general information.

Instruction:

  • Click on the Pricing & Costs tab in the New Product dialog's tab bar.

Navigate to Pricing & Costs tab


Step 9: Enter the List Price​

Focus on the List Price field to input or modify the product's list price amount for quoting.

Instruction:

  • Click inside the List Price text input field in the Pricing & Costs tab.

Enter the list price


Step 10: Enter the Optional Cost Value​

Specify the internal cost of the product to enable accurate margin tracking, if applicable.

Instruction:

  • Click on the Cost (Optional) input field in the Pricing & Costs tab.

Enter the optional cost value


Step 11: Submit the New Product​

Finalize and save the new product record to update the product catalog and make it available to add to the quote.

Instruction:

  • Click the blue Create Product button at the bottom-right of the New Product dialog.

Submit the new product


Step 12: Open Additional Options for the Product​

Access extra settings or detailed information about the new product within the catalog.

Instruction:

  • Click on the circular icon button in the top-right corner of the product card.

Open additional options


Step 13: Insert the Product into the Quote​

Complete the process by adding the created product as a line item in the active quote.

Instruction:

  • Click the blue + Insert 1 Product button at the bottom-right of the Product Catalog dialog.

Insert the product into the quote


Summary​

You've successfully added a new custom product to your quote in TurboQuote! Here's a recap of what you accomplished:

  1. Opened the product catalog from the quote interface
  2. Created a new product with a name and category
  3. Configured billing frequency and pricing details
  4. Inserted the product as a line item in your active quote

Your product is now saved in the catalog for future use and has been added to the current quote. You can continue adding more products or proceed to finalize your quote.

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