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.
Quotation preferences let you define the fields shown in a quotation, such as company logo, address, dates, project details and item breakdowns.
✓ Comprobado en el producto el 26 de septiembre de 2026Items can be excluded from the quotation's pricing calculation.
Items can be displayed prominently using the 'show on top' setting.
Label column order can be rearranged as needed.
✓ Comprobado en el producto el 15 de octubre de 2026