dd Sections in Quotes/Estimates

Abdullah Abbadi

The customer is requesting the ability to add Sections (group headers) within Quotes/Estimates.

Current behavior:

  • All quote items are displayed as line items in a single list.

Requested behavior:

  • Allow users to insert section headers/group titles between line items to organize the quotation.
  • :

    This would improve quotation readability and help categorize items under different scopes or work packages.
  • Customer question:
  • Is this functionality already available through the new Customization module/service offered with the monthly subscription?

Comments

0 comments