How Document Themes are used by Quotes with Options

Topic

Some settings in quote document themes need to be configured to display Sections and Optional Sections on your quotes for your customers. In this guide, we'll go through the settings that impact quote sections, helping you set them up in a way that works best for how you want your customers to see your sections.

Setup Guide

For quotes with options we recommend your document themes have the following settings switched ON:

• Show line items
• Show sections
• Show section total
• (Optional) Show section line items.

We encourage you to test out the different settings combinations, using the quote Preview PDF option to find the combination of options that suit your quotes.

If there is not a combination of settings that works for both your standard quotes and quotes with options, then we recommend creating a separate document theme specifically for quotes with options. 

What happens if some or all of these settings are OFF?

We understand that for many reasons, it is possible that you might have a quote with options with a document theme that doesn’t follow the recommendations. In these cases, Tradify will override the document theme settings to ensure your potential customer has all the information they need to make a decision, whilst honouring the document theme as best as possible.

See below for how Tradify will managed your quote with options depending on your setting selections:

Additional Information

For more information on Document themes, see here: How To Use Document Themes for Quotes