Item Descriptions and Notes

Modified on Fri, 03 Nov 2023 at 08:02 AM

You can enter Item Descriptions, Scope of Work and your own Private Comments.  All text is rich text so it can be formatted how you like including Bold, italics, Underlined etc.  You can also insert tables and images.

Scope of Work / Description

All information entered here is present to the Client and is outputted onto the Quote.  This information should be detailed information about the Item or Scope of Work and written in a way the client can understand it.

Private Comments

This information is only visible to you.  It can be comments about the item or even your workings on how you calculated the pricing.  It is not visible to the client


Each text field allows you to format the text using the rich text toolbar.

 Bold Text
Italics Text
 Underline Text
 Text Colour
 Highlight Text
 Text Style - Heading 1, Heading 2, Heading 3
 Indent Text Left
 Indent Text Right
 Bullet List
 Number List
 Insert Image
 Hyperlink Text
 Remover Hyperlink
 Remove format from Text.  Tip: Handy when you are pasting text from a website
 Insert Table
 Edit Table

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