Once you have created an opportunity and a new quote, you will need to add items to build the quote. Items refer to products, labor types, packages, and alternate sets.

On Cloud, you add items to the quote in 4 different ways: Quick add, Multi-Location add, Advanced add, and Drop add.

The starting point to add an item is always the Item Search box in the Quote Details view. Type in the first characters of the item's name, brand, or category, and you will see a list of items that match your search string.

The items will be seen under three tabs:

If you don't enter any text in the Search 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 have the filtered list of items, you can add them one by one using any of the following methods.

You can use "Quick Add" to add an item to just one location or multiple locations. This method is relevant 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 multiple 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 No, you will see a side panel with all the locations.

You can select the locations where you want to add the item and specify the quantity per location.

In the following example, we added an item to two locations.

"Multi-Location add" allows you to add an item to multiple locations in different quantities, if needed. If the system is not specified in the catalog, you can specify it when adding the item. You can also click the item name to view its details.

Once you are sure that you are in the correct location, system, or phase and 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.

In this example, we added an item to two locations and specified different quantities per location.

"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" is a way to add items to visual quotes when using the Visual Quoting 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.