Add a Section to a Quote

Topic

Quote Sections offer an excellent way to break up quotes into different segments, such as if you want to separate your costs by stages of work.

Note: Sections can only be added to and view on Quotes, and are not compatible with other areas of the system like quotes, invoices, job costs, etc.

However, you can copy a section header onto a Job Task. For more information on this process, please see here.

Instructions

1. Navigate to the Quotes page.
2. Search for and select the quote you want to add a section to or create a new Quote.
3. Add at least 1 item (Price list item, time, Misc or Kit) to the quote.
4. Hover over the line item and select the three dot icon (...) on the right end.

5. Select Add to Section (or Add to Optional Section).

   Note: Add to Section - to group items for display purposes only; or
   Add to Optional Section - to group items, but make the section optional so the quote can be accepted with or without the group selected.

   
   
    

6. Give your section a Display Name (Required) and Description (optional), to show on the quote.

   Note: You will also be able to update the section type from here (Optional or Not Optional).

   
   
    

7. Select OK.
8. Select Save & Continue on the quote.

Update Sections Once Created

After a section is created, if you want to go back and change its details; click the title, make your changes in the popup and click Ok.  

To move items between sections, you can drag or drop line items into new sections, by clicking on the three vertical dots that appear to the left of a line item and dragging it.

You can create as many Quote Sections as you like, and there is no limit to the number of items that can be assigned to any section.

Important Note: Sections are saved to the individual Quote, not the account. This means, you will need to create a new set of sections for every new quote created. You can create Quote templates from your existing quotes if you would like to use the quote format again in future.

Example of how sections are displayed

As an example to show you how sections are displayed, we've created two sections and added line items to them. Notice how each section has its own cost, gross profit and total. 

Here's an example of how this would look on the customer-facing PDF: 

Note: You cannot add optional sections on the mobile app.

Additional Information

For more info on Sections and Optional Sections, see here: How To Use Document Themes with Quotes Options