Learn how to customize what you want to be displayed on your quote by toggling on and off different fields within the Pricing & Lead Time section. In addition, Admins can tailor user settings to standardize notes across all quotes created.
- Watch the 3 Minute Video
- Review Customize Screen Details
- Read How to Include PDFs to the Quote
- Read How to Preview Quote
Customize Screen Details:
| Product Section Details | Purpose | Preview |
| Lead time | To display lead time |  |
| Unit Price |
To display itemized unit price If you are looking to do a lot pricing quote, toggle this off. |
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| Extended Price |
To display the unit price x quantity If you are looking to do a lot price quote, toggle this off |
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| Section Subtotal |
Section subtotal will only be displayed including the lot prices |
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| Datasheet Hyperlinks | The model number becomes hyperlinks to the datasheet |  |
| Lot & Financial Breakouts | Purpose | Preview |
| Lot Breakout | A section that summarizes the total lot amount |  |
| Service Breakout | A section that lists the service name and total |  |
| Taxes Breakout | A section that displays the tax rate and total |  |
| Freight Breakout | A section that displayed the freight total |  |
Standardize Notes in User Settings:
Admins can Lock T&Cs amongst User Settings:
Append Documents to Quotes:
Upload or drag and drop your PDF file in the order you want the attachments to appear.
Preview Quote:
Confirm quote details before creating and sharing with your customer.
