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Quotes and pricing

Quote accessories and required choices

Add compatible options, resolve required accessory groups, and understand included versus sold items.

Sales reps and managers7 min readCore

Compatible accessories

The Accessories step shows items allowed by the selected product's equipment family. Search by name or SKU and confirm the exact option before adding it.

Required choices

Some products require one supporting item or include an accessory automatically. Complete each required group so the unit can pass validation.

  • Included items remain disclosed with the unit.
  • Optional accessories can carry their own Suggested Price.
  • Cost Basis is distinct from the customer-facing sell price.

Missing option

If a known accessory is absent, do not create a duplicate from the quote without checking the catalog. Ask an admin to verify product-family compatibility, active status, and pricing.

Still stuck?

Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.