How To Show quote sections or options without line items

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Topic

This article will show you how to set up your quotes to show sections and options without showing individual line items.

Instructions

To get started 

  1. Head to Settings > Document Themes > pick your intended theme to update.Screenshot 2023-09-08 at 10.05.52 AM.png
  2. Inside the Document theme, click on the Quotes tab
  3. Under Line Items, Turn on the main 'Show line items' toggle > and turn off all below it
  4. Under Sections and turn off the 3rd toggle > 'Show section line Items' toggle (see image below for reference).
    Screenshot 2023-09-08 at 10.06.24 AM.png
  5. Now you can preview to check it has everything you want. press OK.Screenshot 2023-09-08 at 10.06.52 AM.png
  6. Then make sure you save on the document themes.
  7. Your all done!

Please note: These document theme settings will have a different impact on quotes that contain options. See this article for more information.

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