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
Formatting
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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