Applying Styles or Range Options to Products in Quotes

Customise your quotes by applying different styles and ranges to your items and products.

Note: to apply styles in a quote, you will need to have these setup prior to making changes.

Updating Styles in a Quote

Access the quote from either the Quotes tab or inside your Lead:

1. Click 'Update', you'll then be taken to the Edit Quote page.
2. At the top of your quote under 'Style' click to see your dropdown options.
3. Select the new style you would like to apply to the quote.

If you want to apply different styles to different items of your quote, you can click into the dropdown next to the item and update as required as pictured below:

Updating Styles in a Product

Customise your product even further by clicking into the product listed which will show you all of the parts or components. Referring to the image above, to customise further click in to the required item, for example: JO1.

Update your Styles and make sure to save your changes once complete!

Need Additional Help?

Check out our help video below, please note we are constantly improving and updating so some things may have changed!