How can I customize the quote table?
- Tucker Marchese (Unlicensed)
- Samantha Lieberman
The Quote Phase features a highly customizable table housing the quote/s created for a given project. The table is organized with each individual quote on a job occupying a row in the table. Quotes can be for different financing products as well as different projects. The metrics (labeled as columns in the customization window) are the key to designing a quote table that suits your needs. Read on below for instructions on how to customize the quote table.
1. Navigate to the Quote Phase.
2. Select the table icon in the top right of the “Quotes” section to access the “Quote Table Configuration” modal.
3. Note there are two columns of metrics: “Active” and “Inactive” - a checked box means the metric is in the “Active” column and will display in the quote table. Unchecked boxes in the “Inactive” column will not have their respective metric displayed in the table.
4. The “Active” column, top to bottom, will display from left to right in the quote table. Use the handle (triple lines) on the right of the metrics in the “Active” column to drag and reorder the metrics on display.
