Use Pricebook in Quotes

What this guide covers

This guide explains how to use your pricebook when creating quotes. Pulling items from the pricebook ensures consistent pricing and speeds up the estimate process.

Adding a pricebook item to a quote

1. Create or open a quote.
2. In the line items section, click the Search Pricebook field.
3. Start typing the name of a service or part.
4. Select the matching item from the dropdown.
5. The name, description, unit, and default price fill automatically.
6. Adjust the quantity as needed.
7. Click Add to add the line item.

Screenshot: The quote line-item form with the pricebook search dropdown showing matching items.

Overriding the default price

You can change the price on any line item without affecting the pricebook entry:

1. Click the price field on the line item.
2. Enter the custom amount.
3. The override applies to this quote only.

Adding items not in the pricebook

For one-off items:

1. Type a custom name directly in the line-item name field.
2. Fill in the description, price, and quantity manually.
3. The item is added to the quote but not saved to the pricebook.

Tip: If you find yourself adding the same custom item repeatedly, add it to the pricebook. This saves time on future quotes and ensures consistent pricing.

Category browsing

Click the Browse button next to the search field to view pricebook items organized by category. Select a category to see all items within it.

Animation: Browsing pricebook categories and selecting items to add to a quote.

Related articles

• Manage Pricebook Services and Parts
• Use Pricebook in Invoices
• Create and Send Quotes