After you create an opportunity and a new quote, you can add items to build the quote. Items refer to products, labor types, packages, and alternate sets.

The starting point to add an item is always the Add Items box in the Quote Details view.

There are two ways to search for items.

Type the first characters of the item's name, brand, or category in the Add Items box to see a list of matching items.

The D-Tools AI Search functionality allows you to use natural, conversational language, both in text and voice, to search for products in the catalog.

Check out this article for more details.

Irrespective of which method you use to search, the items or products will be seen under three tabs:

If you don't enter any text in the Add Items box, you will see items under the Favorites and Recommendations tab. The items under the Recommendations tab are the most commonly used in other quotes, and Cloud updates them periodically.

Once you find the item, you have 4 options to add it to the quote: Quick add, Multi-Location add, Advanced add, and Drop add.

You can use "Quick Add" to add an item to just one location or multiple locations. Use this method when you are familiar with the item and don't need to review its pricing, specifications, labor, or other details.

Once you are in the correct location and have searched for the item, click "Quick add" in the item row. The item will be added to the relevant location.

To add an item to all locations at once using "Quick Add."

1/ Select "All Items" in the View By panel on the left.

2/ Search for the item, then click "Quick Add."

3/ In the pop-up asking you if you want to add the item to all locations, click "No, cancel" or "Yes, add."

4/ If you clicked "Yes," the item will be added to all the locations.

5/ If you clicked "No," you will see a side panel with all the locations.

6/ Select the locations where you want to add the item and specify the quantity per location.

"Multi-Location add" lets you add an item to multiple locations with different quantities, if needed. If the system isn't specified in the catalog, you can specify it when you add the item. You can also click the item name to view its details.

Once you have searched for the item, click the item row, and you will see a panel to do the following:

Once you have completed the steps above, click "Add to quote." The item will be added to the relevant locations and displayed under the system you selected.

"Advanced add" is a comprehensive item-addition feature that lets you add multiple items to the quote in a single view. When using Advanced add, you can:

To use Advanced add, click in the Search bar, and then click "Go to advanced add" in the lower-right corner. This will show a modal with options to add, search for, filter, and sort items.

To add an item to the quote, click the item row, and you will see a panel to do the following:

Once you have completed the above steps, click "Add." The item will be added to the relevant locations and displayed under the system you selected.

In this example, we added two items to the quote using the Advanced add option.

"Drop add" lets you add items to drawings when using the Drawings functionality.

With Drop add, after searching for the item, you can point the cursor to the appropriate location on the floor plan or site image and drop the product once or multiple times, depending on the required quantity.

This will create a visual representation of where products will be installed at the work site.

Check out this article for more details about Drop add.