How to add line items / products from pricing templates to proposals
There are multiple ways to add items from pricing templates to proposals.
One way to add items from your pricing templates is to add a new line item and then start typing part of it's code or name and the app will auto-suggest items from your pricing templates:
Or if you don't remember codes or names of the items you can use the "Add pricing template" button to pick individual items from the list or to add all the items from the pricing template at once: