> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/quotes/add-a-line-item-to-a-quote.md). # Add a line item to a quote When Job Costing is on and your role can view it, the item form includes **Unit Cost (optional)** beside Unit Price. Catalog items start with their saved cost; custom items can have a cost too. Costs are internal and carry over when you create an invoice from the quote. Open a quote and find the Items section near the top. Use the Find or add item field to search your pricebook for a saved item with its price, or type a custom item and set the price yourself. To reuse a custom line later, select **Save to Pricebook** beneath the line and choose its required type: Service or Physical Item. If you choose Physical Item and your business uses inventory, you can separately choose **Track inventory in Essential**. If the line is already linked to a pricebook item and you've edited its name or description, **Update Pricebook** appears instead — it copies just the name and description back to that pricebook item, leaving its price and taxable setting untouched. Each line has a name, quantity, price, and a **Charge Sales Tax** checkbox (this needs the Edit Sales Tax permission); checking it applies your default tax lines automatically (or your only configured manual rate, when no default applies to the property), and unchecking it removes them. If several manual rates are configured and none applies automatically, checking it does not pick one for you: the page shows a warning naming the items that still need a rate, and the **Adjust Sales Tax Rate** window is where you choose the rate for each item — it won't save while a checked item has no rate selected. **Charge Sales Tax** is hidden when the customer or property is tax exempt, or when the item isn't taxable. You can add or edit line items while the quote is in Draft; once it's sent for signature (Unsigned) or signed, the contents are locked. > **Where to find it:** On the open quote, the Items section, in the Find or add item field ## Related guides * [Apply a discount to a quote](/revenue/quotes/apply-a-discount-to-a-quote.md) * [Attach a file to a quote](/revenue/quotes/attach-a-file-to-a-quote.md) * [Create a quote](/revenue/quotes/create-a-quote.md) * [Custom pricing on quote line items](/revenue/quotes/custom-pricing-on-quote-line-items.md) * [Filter quotes by status](/revenue/quotes/filter-quotes-by-status.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://learn.withessential.com/revenue/quotes/add-a-line-item-to-a-quote.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.