Add or remove items on a quote

Read time: 5 minutes. Last updated: September 16, 2026 Who it's for: Merchants responding to a quote request that isn't quite right. Plan: Line editing is available on every plan. Bulk add by SKU within it requires Professional or above.

A quote request rarely arrives exactly right. The buyer forgets the mounting bracket, asks for something you'd rather quote as a service, or lists an item you can't supply. You can fix the quote in place instead of asking them to submit a new one.

When you can edit lines

Lines can be added or removed while the quote is in:

Submitted - the buyer's request has arrived, you haven't replied yet
In review - you're working on it
Countered - the buyer countered your proposal and the ball is back with you

Once a proposal has been sent and is awaiting the buyer's answer (Proposal sent), the add-items block and the row delete controls are hidden. Changing the contents of an offer the buyer is currently reading would make the version they're looking at untrue. Counter or send a new proposal instead.

A quote can hold at most 100 lines.

Add items

Open the quote and start a proposal to reach the proposal editor. Under the line items, expand the add-items block - it stays collapsed by default so it doesn't crowd the pricing work you're usually there to do.

You get three ways in:

Search and browse - search your catalog and pick a product. It's added unpriced, at the bottom of the table, ready for you to price.
Bulk add by SKU (Professional and above) - paste a list of SKUs to add several at once. Useful when the buyer sends a parts list. Codes that don't match anything in your catalog are reported back so you can handle them deliberately, rather than being dropped silently. See Bulk quote requests by SKU.
Add a custom line - type a title and quantity for something that isn't a product in your store: a service, a delivery charge, a made-to-order item. Custom lines price like any other line; see Custom and manual line items for how they behave at conversion.

Price the new line, then send the proposal as usual.

Remove a line

Use the delete control on the row. QuotWay asks you to confirm before the line goes.

A quote must keep at least one line - removing the last one is refused. If the buyer shouldn't have any of it, decline the quote rather than emptying it.

What the buyer sees, and when

A line you add is not visible to the buyer until you send the proposal.

This is worth understanding, because it's the opposite of what you might expect. Before you've sent anything, the buyer's view of the quote is a record of their own request - the items they asked about. If your additions appeared there immediately, the buyer would open their quote and see themselves asking for a floor jack they never mentioned.

So additions are held back until you send. At that point the proposal is yours, it's clearly your offer, and everything you've added appears with its price.

Removals behave the same way: the line disappears from the buyer's view when the next proposal is sent.

Everything is recorded

Each add and each remove is written to the quote's timeline, with what changed and when. Line editing is an audited action, not a silent one - if a line appears on a quote that the buyer never requested, the record shows who added it and at what point in the negotiation.

Troubleshooting

The add-items block isn't there. Check the quote's status. Editing is available in Submitted, In review, and Countered only - see When you can edit lines.

Bulk add by SKU is locked. It requires the Professional plan or above. Search and browse, and custom lines, are available on every plan.

I added a line but the buyer says they can't see it. Expected, if you haven't sent the proposal yet. Send it and the line appears, with its price.

The quote won't take another line. A quote carries at most 100 lines. Remove something, or split the order across two quotes.