Creating an Estimate Product

To create an estimate product:

1. On the Estimate Products tab, click New.
2. Enter a name for the estimate product.
3. Select a Salesforce services product to relate to the new estimate product. We recommend that you select an active services product. If you don't, you cannot push this estimate product to an estimate's related opportunity. For more information about Salesforce products, see the Salesforce Help.
4. [Optional] Enter a description for the estimate product.
5. Click Save.