Before you begin:
Your changes will apply to every selected quote. Check the number of quotes shown in the Update items window before confirming.
Open the item update tool
From the main menu, go to CRM & Leads > Quotes & Contracts.
Select the quotes you want to update.
In the orange action bar, click More actions.
Select Update items.
The Update items window shows the number of selected quotes. It organizes the available changes into two sections: Existing products & services and New items to add.
Update existing products and services
The Existing products & services section lists the items found on the selected quotes.
For each origin item, you can take one or more of the following actions:
Choose an item in the Destination items column to map it to a product or service in your current catalog.
Select Keep origin description to retain the description already used on the quotes.
Choose an option under Price modification, then enter the value to apply.
Click the trash icon to remove the item from the selected quotes.
Increase multiple prices by the same percentage
To apply the same increase to all displayed items:
Next to Increase the prices by, enter the percentage you want to apply.
Click Apply.
Review the price changes before confirming.
Add an item to the selected quotes
In the New items to add section, click Add an item.
Under Select from catalog, choose the product or service you want to add.
Enter the Quantity.
Choose how to calculate the Price:
Catalog price;
Fixed amount ($);
% of subtotal.
Repeat these steps for each additional item.
Review and apply your changes
Check the number of quotes shown at the top of the window.
Review all item mappings, price changes, additions, and removals.
Click Confirm to apply the changes to the selected quotes.
To close the window without applying your changes, click Cancel at the bottom of the window.