Adding & Editing Items

Managing items in your library is straightforward. You can create new items, update existing ones, and remove items you no longer need.

Creating a new item

1. Go to Items in the sidebar.
2. Click + New Item.
3. Fill in the item details:

Field	Description
Name	The product or service name (e.g., "4K Capture Camera").
Spec	A short specification or subtitle (e.g., "Model X Pro, 60fps").
Quantity	The default quantity (usually 1).
Price	The unit price.
Billing type	How the item is billed — One-Time, Monthly, Annual, etc. See Billing Types.

4. Your item is saved automatically.

Editing an existing item

1. Go to Items in the sidebar.
2. Click on the item you want to edit.
3. Make your changes — update the name, price, description, or any other field.
4. Changes save automatically.

Deleting an item

1. Open the item you want to remove.
2. Click the Delete button.
3. Confirm the deletion.

WARNING

Deleting an item from the library does not remove it from quotes that already contain it. Those quotes keep their own copy. But the item will no longer be available for future quotes.

Item toggles

Each item has two important toggles:

Enabled / Disabled

• Enabled — the item is active and included in pricing by default when added to a quote.
• Disabled — the item appears in the quote but is excluded from totals. Useful for showing an option without including it in the price.

Client-selectable

When turned on, this allows your customer to toggle the item on or off when viewing a published quote. See Selecting Options for how this works from the customer's perspective.

Tips

• Name items clearly and consistently. Your team will search for these when building quotes, so use names that are easy to find.
• Set default quantities and prices that reflect your most common scenario. They can always be adjusted in individual quotes.
• Keep your library tidy. Remove items that are discontinued or no longer offered to avoid confusion.