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How to customise which columns are visible in your pricing quotation?
How to customise which columns are visible in your pricing quotation?
Updated over a week ago

To tailor the columns displayed in your pricing quotation, you can follow these steps:

  1. After generating the quotation, access the "Settings" option, available in the toolbar above.

  2. Within the settings or options menu, you should find a section named "Other Settings". Click on this section to proceed.

  3. Look for a section labeled "Customize Columns".

  4. In the "Customize Columns" section, you will see a list of different available column options that can be added to or removed from your quotation's details.

  5. To customize which columns are displayed, simply click on the checkboxes next to the options you want to enable or disable. For instance, if you do not want to include the "Serial Number" column, uncheck the box next to "Serial Number."

  6. After making your selections, click the "Apply" button to confirm your choices.

  7. The quotation's details section will now only display the columns that you have chosen to enable, and the excluded columns will no longer be visible.

  8. If you decide to re-enable any previously excluded columns, you can revisit the "Customize Columns" section, check the corresponding boxes, and click "Apply" to restore them.

  9. By following these steps, you can have full control over which columns are included in your quotation's details, ensuring that the information presented aligns with your specific needs and preferences.

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