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.
✓ Vérifié dans le produit le 26 septembre 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.
✓ Vérifié dans le produit le 15 octobre 2026