Three ways to add add-ons to a quote
Last updated: May 6, 2026
Add add-ons to quote: 3 sources. School Add-on (school-provided), Saved Add-on (Products > Add-Ons, reusable), Custom Add-on (from scratch, one-time). Default-include option auto-applies to all new quotes.
When editing a quote, three sources for add-ons.
Where to access
Quotes > select quote > select option > Edit > scroll to Add-ons > + Add Add-On.
Three options
Manage saved add-ons
Products > Add-Ons to edit or delete saved custom add-ons.
Default-include option
When creating an add-on in Products, check Include this by default on all quotes to auto-add it to all new quotes.