Quotation & Invoice Sections

Group document lines into sections with clearer structure and approval options.

Quotation & Invoice Sections group lines under named section headers.

Use sections to make long quotations and invoices easier to read.

This beta can still change during the program.

What this beta does

Sections split a document into logical parts.

Each section can contain its own lines.

On quotations, sections can also shape the approval flow.

That helps when you offer alternatives in one quotation.

To join an open beta:

1. Open Beta programs from the menu.
2. Find the beta you want to test.
3. Open the beta and read the About tab.
4. Click Join beta.
5. Use the Feedback survey link while you test.

If the beta is not open yet, click I'm interested instead.

Add sections to a quotation or invoice

1

Open the document

Open the quotation or invoice you want to edit.

2

Add a section

Click Add Section.

Give the section a clear name.

3

Add lines inside the section

Add items, hours, or text lines under the section.

4

Configure quote approval if needed

In Quote Schemes, open Quote Sections and choose the approval rule you want.

5

Update the PDF template if needed

Replace [QUOTATION_LINES] with [QUOTATION_LINES_BY_SECTION] if you want sections on the PDF.

Quote section approval options

• Do not use sections
• Customer must accept all sections
• Validate one or more
• Maximum of one

Use Maximum of one for alternative offers.

Frequently asked questions

Do sections show to the customer?

Yes.

The structure is visible in the document and customer view.

Can a customer approve only one option?

Yes.

Use section-based approval on quotations.

Do I need to update the PDF template?

Only if you want sections on the PDF.

Then replace [QUOTATION_LINES] with [QUOTATION_LINES_BY_SECTION].

Related topics

• Use quotation sections (beta)
• Create a quotation layout
• Invoices