Can we add multiple products to a quote in CRM?
Yes, you can add multiple products to a quote in Krayin CRM using the lookup feature and dynamically calculated totals.

Steps to add:
- Go to the Quotes section and create a new quote.
- Use the Product Name dropdown to search and select a product.
- The price and tax will fill in automatically.
- Enter the quantity and add any discount if needed.
- Click + Add Item to include more products.
Repeat the same steps for each additional item. The system updates the total amount automatically as you add products.
M
Author :- Monica Saha
Published on :- October 1, 2025 11:51

Was this article helpful?

Category Icon

Still Need Help?

If you didn’t find the information you were looking for, simply click the submit button below to send us your request — we’ll get back to you as soon as possible.

Submit Request

Can we add multiple products to a quote in CRM?