Price Lists
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      1. Passare Pro
      2. Business management
      3. Price Lists

      Add a Price List Quick-Add

      Add your most frequently used price list items to a contract with a click of a button.

        Don't see this feature? Check your Roles settings or contact your Passare Admin to get it turned on.

        Choose Your Quick-Adds

        Go to Settings.

        Go to Admin Settings

        Go to Price lists > Price list items.

        Price lists > Price list items

        Select the price list item or package you want to appear in Quick-Adds.

        select price list item or package you want to appear in Quick-Adds

        Scroll down to Visibility and check the box for Show Item in Quick-Adds.

        You can also select the Case and Disposition Types where the item will appear.

        Under Visibility, check box for Show Item in Quick-Adds


        Quick-Add items to a contract

        First, go to the Goods & Services page of a contract.

        Select the Quick Add button and a list will appear.

        Select the item or package you want to add to the contract, and it will quickly be added. 

        Quick Add button in Goods & Services

         

        Need More Information?

         

        Need Help? Email us at support@passare.com or call (800) 692-5111!