QUOTE DETAIL SETTINGS

How to change Quote Detail settings in a quote:

  1. On your home “Projects” page, click on any project you have started.
  2. Click on “Open for editing”.
  3. Click on the “Quote Details” page.
  4. Click on “Page settings” at the top right-hand corner of the page.
  5. From here, you can control whether the customer can see the quantity, the unit price, the line total, section total and whether they can select one quote or multiple quotes.
  6. Use the green toggle beside each line to turn your options on or off.

How to change Quote Detail settings from a layout:

  1. Click on the “Configuration” tab.
  2. Click on “Account Settings”.
  3. You’ll automatically be taken to Layouts -> Reports. Click on “Shared Layouts”.
  4. Select the layout you wish to edit by clicking the pencil icon beside the layout.
  5. In the layout, click on the “Quote Details” page.
  6. Click on “Page settings” at the top right-hand corner of the page.
  7. From here, you can control whether the customer can see the quantity, the unit price, the line total, section total and whether they can select one quote or multiple quotes.

TIP

Use the green toggle beside each line to turn your options on or off.

 

 


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