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.
✓ 2026年9月26日に製品で確認済みItems 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.
✓ 2026年10月15日に製品で確認済み