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.
✓ 2026년 9월 26일에 제품에서 확인됨Items 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.
✓ 2026년 10월 15일에 제품에서 확인됨