Adding Tasks to a Quote

You can add tasks to a quote individually or several at a time. Adding several tasks at a time may be convenient if most of them use the default features and settings – you can always come back later to make specific changes, if required.

Before you begin

Before you can add a task to a quote you must first create the task. For further details, see creating a task.

Adding tasks

Adding a task to a quote

Adding multiple tasks to a quote

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