Customize Screen Details:
Product Section Details | Purpose | Preview |
Lead time | To display lead time |  |
Unit Price | To display itemized unit price If you are looking to do a lot pricing quote, toggle this off. |  |
Extended Price | To display the unit price x quantity If you are looking to do a lot price quote, toggle this off |  |
Section Subtotal | Section subtotal will only be displayed including the lot prices |  |
Datasheet Hyperlinks | The model number becomes hyperlinks to the datasheet |  |
Lot & Financial Breakouts | Purpose | Preview |
Lot Breakout | A section that summarizes the total lot amount |  |
Service Breakout | A section that lists the service name and total |  |
Taxes Breakout | A section that displays the tax rate and total |  |
Freight Breakout | A section that displayed the freight total |  |
Standardize Notes in User Settings:
Admins can Lock T&Cs amongst User Settings:
Append Documents to Quotes:
Upload or drag and drop your PDF file in the order you want the attachments to appear.
Preview Quote:
Confirm quote details before creating and sharing with your customer.
