Hey! You can keep products and services as separate line items on a quote.
You can:
- Add items from your Products & Services list, choosing Product or Service for each line item, this keeps them distinct on the quote.
- Add custom line items if needed (not tied to a saved product/service).
- Optional line items let clients add on extra products or services to the quote themselves, providing clear separation while giving them choices.
A few additional notes:
- When editing, items can carry over pricing, descriptions, and tax status from your Products & Services list, but you can modify these per-quote as needed.
- Quote templates and line-item linking to your list help ensure consistency across quotes
Is this what you were hoping for or something different?
