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3. Your supply item is now shown under Supplies area and under column called "Optional", the default answer is No and simply click it to change to Yes.


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Supply item is now set as optional and if you have other supplies to tag as optional, simply repeat step number 3.

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Once you've already added an optional supply item and configured your quote document template, you can access your quote and run a test to see if details are populating successfully.

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