Solved
Propsal Detail hiding
is there a way to input all the line items for a quote/estimate/proposal but then hide all the detail for the customer, giving them a "bottom line" without giving away all the line item costs? I want to put all the items in, then hide them before presenting to customer. This also helps my techs in the field build proposals and even in the form of an invoice.
Hey Mark, great question!
You have the option to hide the following items on a quote for the client's view:- QTY
- Unit price on line items
- Total cost per line items
- Totals and tax in the footer
To change these settings, go to the Gear icon > Settings > Business Profile > Client Document Settings. For more information on these settings, check out this help article.
