How to add extra services to a quote

Last updated: May 6, 2026

Add extras to quote: Edit quote option > add Accommodation, Insurance (in-quote search), Add-ons, Fees, Promotions. Each from school/saved/custom sources. Apply across all options via checkbox. Auto-save (no save button).

Quotes can include accommodation, insurance, add-ons, fees, and promotions beyond the base course.

How to access

Open a quote > Edit on a quote option to modify it.

Five extras categories

Repeat for each option

The quote has multiple options (different course/program combinations). To apply extras to all options, configure each separately.

Apply across all options shortcut

When adding a product, check Add this product to all options to apply it to every existing option in the quote.

Auto-save

Changes save automatically. No save button needed.


Source: https://help.edvisor.io/efa/quote-extras