How To Show quote sections or options without line items

Who can use this?

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


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


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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