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Price a line from your saved list

Pull in something you already sell, instead of typing it from memory.

Written 30 September 2026

Business ownerOffice staff
Adding a line from the saved price list, at the price already set.
What is said in this recording

Anything on your price list can be dropped into a quote in two clicks, at the price you already decided on. It is quicker than typing, and it stops the same job being quoted three different ways by three different people.

Step by step

  1. 1

    On the quote, press “Add from price list…”.

  2. 2

    Pick the service.

    The description, the price and the cost all come across with it.

  3. 3

    Change the quantity if this job needs more than one.

    The line total follows on its own.

  4. 4

    Edit the description if this job is a bit different.

    Changing it here changes this quote only, never your price list.

Worth knowing

The price shown is the price charged

Your list stores the price before VAT. If you type prices with VAT included, the dropdown shows you the full price and the line lands on the same number. It is not adding VAT twice.

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