Changing the look of your quotes
Change the way your quotes look using the ‘Customise‘ menu.
Customise options are automatically saved as default
Any updates you make will automatically apply to future quotes you create. So you can template how your quotes look, without having to change the settings each time.
Here's some of the things you can customise on your quote:
Layout options
- Show company name
- Show company contact labels (do you want to display ‘tel’, ‘email’, etc labels to your contact information?)
- Show quote reference #
- Show job ‘for’ address
- Show terms on separate page
- Show page numbers
- Show accreditation logos
- Upload accreditation logos (add new trade association and accreditation logos to your paperwork footer)
- Show quote notes
- Show quote totals
Pricing options
- Show item prices
- Show tax for each item
- Show breakdown of tax
- Show totals
Materials & Labour options
- Show material prices
- Show breakdown of materials
- Show material quantities
- Show labour prices
- Show breakdown of labour
- Show labour quantities
Design options
- Choose a paperwork theme
- Colour scheme (apply colour to your quote to match your company branding.)
Paperwork theme examples
