Add guided products to a quotation

Before you start

Use your own authorised staff account in the intended Pixie CRM workspace. The Sales CRM module must be available and your role must include the permissions stated above. Existing leads, customers, communications and customer portal pages retain their normal access rules.

Follow these steps

1. Open the opportunity and choose Prepare quote, or edit an existing draft quotation.
2. Choose an active price book in the opportunity’s currency.
3. Expand Find products with guided selling and choose an available flow for that book.
4. Answer every question, then review the matching products and criteria.
5. Select the checkboxes for the products you want and choose Add selected products to quotation.
6. Review the appended lines and quantities. New lines start at quantity one.
7. Choose Calculate & review, check required companions, discounts, taxes and approval requirements, then save the draft through the normal quotation process.

Behavior and limits

• Adding guided products preserves your existing title, validity date, discount, notes and selected line items. It does not save or send the quotation.
• Products already in the quotation are skipped rather than duplicated. Existing quantities are not changed.
• An untouched empty placeholder line may be replaced by the selected products. An incomplete line with a quantity you changed remains for you to resolve.
• The quotation supports up to 50 product lines. Reduce the selection if adding products would exceed that limit.
• The flow and price-book versions are rechecked before adding selected products. Changing answers clears the previous selection and requires another review.
• After adding products, the previous price preview is invalidated. Calculate & review again before saving.
• Guided selection never bypasses opportunity access, required products, incompatible-product rules, current pricing, native tax calculation or approval requirements.
• If no guided flows are available for the selected book, the normal Add product control remains available.

Check it worked

• Check that your existing quotation fields and quantities are unchanged.
• Confirm only the selected new products were appended.
• Verify the final server calculation and any approval message before saving.

Troubleshooting

• If the form says the book or flow changed, reopen the current flow or refresh the quotation’s book and review again.
• If every selected product already exists, no new line is added; adjust its existing quantity manually if needed.
• If calculation requests a companion product, add it explicitly and recalculate.
• If the book currency changed, choose a current active book in the opportunity’s currency.

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