How quotation preferences define fields and item display options

Learn how quotation preferences control which fields appear in a quotation and how items are calculated, highlighted and ordered.

1. Quotation preferences let you define the fields shown in a quotation, such as company logo, address, dates, project details and item breakdowns.

   ✓ Checked in the product on 26 September 2026

2. Items can be excluded from the quotation's pricing calculation.

3. Items can be displayed prominently using the 'show on top' setting.

4. Label column order can be rearranged as needed.

   ✓ Checked in the product on 15 October 2026