Use quotation sections (beta)

Group quotation lines into sections for a clearer quotation structure.

Quotation sections help you organize lines into logical groups.

Use them for phases, rooms, options, or parts of a project.

This is a beta feature.

Availability can depend on your account setup.

Open the quotation you want to structure.

Use the line or section option to add a new section.

Give the section a short name that explains the group.

Place the right materials, hours, and text lines under that section.

Check that the sections appear in the right sequence.

Do sections change the calculation?

No.

Sections mainly improve structure and readability.

Do sections appear on the PDF?

They can.

That depends on the layout and setup.

Can I reorder sections?

Yes.

Review the quotation and place the sections in the order you need.

Last updated 3 months ago

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