Instructions
- Navigate to the Quotes page.
- Select New Quote.
- Scroll down to line items.
- Click Columns and select the ones you want.
Note: If you don't see the Columns button above your line items, your account may not yet have the updated quoting experience. In that case, the tax rate column is already visible by default. Contact the Tradify Support team if you would like to enable the updated experience.
Additional Information
For more info on quoting Watch: How To Create a Quote in Tradify
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