Select Type (Single or Combined), Enter Name and Rate
8
Click on Save
9
Click on Manage categories
10
Click on Add New
11
Type category name
12
If you are adding a subcategory, select "Is a sub-category" checkbox
13
If you are adding a subcategory, select primary category
14
Click on Save
15
Click on Product & Services
16
Click on Add New
17
Select "Product or Service" or "Bundle"
18
Select Type (Product or Service)
19
Type Product/Service Name
20
Select Category
21
Add a description
22
Add a sales price/rate and select Sales Tax (Taxable or Non-taxable)
23
To add additional details check Product Specs
24
Select Field Type (Single Select, Multi Select, Radio, Text)
25
Enter Field Name
26
Add additional information if needed (dropdown selections, prices etc)
27
Click on Save
28
Click on Save
29
Click on Content
30
Click on New Content
31
Enter Content Name
32
Select Section Type "Quote & Pricing Template"
33
Click on Save
34
Add Company Info
35
Select Template type
36
Add/Edit Logo
37
Change template colors
38
Change template font
39
Click on Save
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