Reorder items
- On a larger screen, hover over an item and drag the handle that appears to its left.
- Or open the item's ⋯ menu and choose Move up or Move down.
- Using a keyboard, Tab to the item: up and down arrow buttons appear to its left.
Insert, duplicate and delete
Hover between two items to insert a Price item, Text item, Subtotal or an item From library… at that point. The same choices appear below the last item.
Duplicate in the ⋯ menu places a copy straight after the item. Delete removes it; if the item has content you are asked to confirm.
Undo
The quote saves itself as you work, so the actions that replace content can be taken back: deleting an item, discarding your edits for the library version, unlinking from the library, removing a section and filling smart tags each show a message with Undo; choose it within a few seconds to restore what was there.
Use items from your library
Two ways to bring in a library item:
- Type in an item's heading: matching library items appear with their price; click one.
- Use the From library… picker to search and insert a price or text item.
Library prices are kept in your base currency. When the quote is in another currency, they are converted at the quote's exchange rate and rounding. See Quoting in other currencies.
The quote gets its own copy of the item, marked From library. Editing it here never changes the library, and later changes to the library never change this quote. If you edit the copy, it is marked edited here.
Save items to the library
- Save to library in the ⋯ menu adds the item to your library so you can reuse it.
- For an item that came from the library and has since been edited, Push changes to library updates the library item, and the templates that use it, with your edits. Other quotes are never changed.
- Unlink from library keeps the item but stops treating it as a library copy.
Templates work slightly differently: their items stay linked to the library. See Templates.
See also
Last updated 19 October 2026