Cloud allows you to add accessories to an item directly in the catalog.

To add or update accessories within the quote, click "Add accessories," find the accessories, and then add them.

The accessories will be listed below the parent item.

Learn more about adding accessories.

If you want to replace an item because it is unavailable or discontinued, click "Replace," find the replacement item, and replace it.

You can replace the item in one location, multiple locations, or all locations in the quote.

Learn more about replacing items.

When the project scope changes, you can adjust the quantity of an item in the "Quantity" text box.

Mark the item as client-selectable

If you want to present an additional item that the customer may wish to include in the project, select the "Client-Selectable" option.

In the proposal, client-selectable items are labeled as "Optional," allowing customers to choose them and add them to the project.

If you need to change the cost, price, or other pricing details that came from the catalog, make the updates in the "Pricing Summary" and "Pricing Details" sections.

You will need the "Manage quote item pricing" permission or be a member of a group that has it to update the cost, price, markup, margin, and the billable setting of a product.

Learn more about Item Validation settings.

Cloud allows you to apply a discount to an item.

To apply a discount, select or add it from the "Discount" dropdown.

Learn more about discounts.

If you have set the quote for applying tax individually on items, you can apply the tax rate for the item from the "Tax" dropdown.

If you have enabled Category Rule-based labor in the catalog, Cloud will show the recommended labor time for the item in the Labor section.

You can add more labor or edit the recommended labor types and hours.

Learn more about Category Rules.

If you want to suggest some alternates for an item, click "Add client selectable item options" under Alternate Items and add as many alternates as you wish.

In the proposal, the alternates are shown below the actual item, and customers can choose from the alternates.

Learn more about adding Alternate Items.

If you need to move an item to a different location, system, or phase in the quote, use the dropdowns in the Group section to make the necessary changes.

You can also drag and drop products between locations and systems.

Learn more about moving items.

You can add more items to the package or an alternate set you have added to the quote.

Click "Add item" and add as many items as you want to the package or the set.

The added items will be listed below the parent package or set.

If you want to change the method used to compute the price of the package or the alternate set, you can do so from the "Pricing" dropdown.

If you want to factor in the product or labor tax for the items in the package or alternate set, select "Compute from items." Otherwise, select "Fixed price."

The labor type you add to a quote will come with the price set in the catalog. If you want to change this or add more hours to a labor type, you can do so in the Labor Price section.

This is similar to replacing an item in the quote. You can replace the labor type in one location, multiple locations, or all locations in the quote.

Learn more about managing Labor on Cloud.