Replacing an existing line item in a template

Step-by-Step Instructions

1. 

   Open the quote you want to edit in FieldMagic and ensure it is using a quote template.

2. 

   Select the template linked to the quote, then locate the line items you want to modify and click the Replace Line Item option.

3. 

   Select the line item you want to replace, then choose the replacement item (such as a different monitor). The replacement item appears in the quote.

4. 

   Save your changes to update the line items from the template. Open the quote to confirm the updates and preview the PDF to verify the changes appear correctly.