Formatting Quote Lines

You can hide or show the quantity, measurement and unit price on quote lines. The default setting for new quotes can be changed on the Quote Settings page. You can also change the setting on quote templates or individual quotes as shown below.

  1. On the Quote Detail page click on the Edit Revision Info... button.

  2. Select the field you wish to display from the drop down list 

     and then click the Add Field button.

    You can select from the following fields:

    • Quantity
    • Measurement
    • Description
    • Unit Price
    • Total Units
    • Text (use this to insert a dash or other character between fields)
    • Column Separator (use this to start the next field in a new column)

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