Quote Options Panel¶
Each quote has a Settings button in the upper right that opens the Quote Options panel. Use it to override Quote Settings for that quote only—for example, when a specific quote needs different display options or styling.
Payment terms, milestones, Send Invoice, and public quote payment visibility are configured separately in the Payment panel at the bottom of the Quote Builder, not inside this Quote Options drawer. See Stripe Connect & quote payments.
How to access: In the Quote Builder, click the settings icon (stack of horizontal lines) in the upper right—to the right of "Saved X ago" and left of the chevron.
What the panel shows:
- Quote Settings link (top right of panel) — Opens the full Quote Settings page where margin, tax, and organization defaults live
- Template — Choose a Quote Template
- Assignment — Assigned to
- Quote Display toggles — Show Company Information, Show Company Logo, Show CAD Files, Show Quantities, Show Unit Prices, Show Line Totals
- Rollup Items — Show only rollup total, Roll-ups Expanded (requires unit prices or line totals enabled)
Quote Display¶
Control what appears on each quote using the toggles in the Quote Options panel:
- Toggle Show Company Information on or off
- Toggle Show Company Logo on or off
- Toggle Show CAD Files, Show Quantities, Show Unit Prices, Show Line Totals as needed
- Configure Rollup Items (requires unit prices or line totals enabled)
Related: See Quote Settings for organization-level defaults (margin, tax, labor categories, etc.).