Steps
Go to the Reports tab in your project
Scroll to Quote Invoice (under budgeting options)
Configure settings on the right panel
Settings Options
Document Type: Quote, Invoice, or Proposal
Number: Add a reference number
Group by Area: On/Off
Show Group Budget Totals: On/Off
Include Images: Show thumbnails
Group Specs By: Vendor, Spec Type, or Category
Filters
Filter by Area (e.g., Guest Rooms only)
Filter by Classification (e.g., FF&E only)
Save as a Preset (e.g., "Guest Room FF&E")
Click Apply
Report Contents
Cover Page: Optional (can remove in Global Settings)
Table of Contents: Optional
Summary: Items by area with allowances, installation, tax
Line Items: Each spec with thumbnail image
Key Difference from Internal Budget
Quote/Invoice: Hides markup (client-facing)
Internal Budget: Shows markup (internal use)
Export Options
Download as PDF, Excel, or other formats
Related Features
Generate an Internal Budget
Add Client Signature to Quote
Remove Table Contents and Cover Page from Report