# Presets: add a saved list of products and services to a sale in one go

> Stock → Presets → New preset: name it and add the products and services it always needs. On a sale, quotation or estimate type its name in the item search or press Preset; every item lands as its own line, ready to change or remove.

- Product: NegoBill V5 (https://negobill.com)
- Section: Sales
- Works on: web app (app.negobill.com)
- You need: Business plan or above; Presets permission group to make them, Sale permission to use them
- Updated: 2026-09-27
- Page: https://negobill.com/help/use-presets

## Steps

1. Open Stock → Presets and press New preset.
2. Name it (for example Static Website or Full Car Service) and add each product and service from the two search boxes.
3. Set the quantity, the unit and, if the price is always the same, a fixed price; leave the price blank to use the day's price. Save.
4. On a sale, quotation, estimate or proforma, type a word of the preset's name in the item search and pick the row marked Preset, or press Preset in the foot of the search sheet and choose it.
5. Every item is now its own line. Change a quantity or price, or remove a line the customer does not want, as for any other line.

## Questions

**Is a preset sold as one item with one price?**
No. The customer sees and pays for the individual products and services. The preset only saves the searching.

**If I change a preset later, do old quotations change?**
No. A document keeps its own lines; the preset is used only at the moment its items are added.

**Can a preset hold both products and services?**
Yes. Products behave as products (stock, batches, MRP) and services as services once they are on the sale.