Estimate Product Items Overview

When you add an estimate product to an estimate, you can choose which of its estimate product items to include. This is useful when a single estimate product contains items for several scenarios — for example, small, medium, and large business deployments — and you only want to add the items that apply to your current estimate.

Default Estimate Product Items

You can mark individual estimate product items as default. Default estimate product items are pre-selected when you add products to an estimate using the Manage Products window and during scoping sessions. Estimators can deselect the default items, but this does not update the default settings on the estimate product item template. Deselecting all estimate product items in this flow will result in an empty estimate product being created.

An estimate product can have no items marked as default.

To set or change the Default field on an estimate product item, click Edit on the Estimate Product Item related list.