How do I group items based on categories while creating a quote?

You can categorize items in your quotes using item headers. Here’s how:

1. Click Quotes under Sales in the left sidebar.

2. Create a new quote or edit an existing quote.

3. Click the dropdown next to Add New Row or the More icon at the end of the line item and select Add New Header.

Now, a header will be added in which you can enter an appropriate heading and categorize items.