Adding Notes (Additional Formatted Content) to a Price Line Item
There are numerous instances where including extra information to a price line item may be beneficial. This may be simple notes about a sales consultant's conversation with a customer or more complex technical specification data about the product being sold.
This user guide topic explains how to add additional notes to a price line displayed underneath the description.
Create a new sales quote, and ensure you have the pricing section open (the default section when opening a sales quote or creating a new one).
Click on the Insert button (plus sign), and select the option PRICING TABLE.
Add a price line item, click on the Add Price Row button to manually add your line item.
Or click on the Products icon (vertical navigation bar on the right) and click or drag and drop to add a product.
Click on the Add Notes icon on the right of the price line item description.
You will now see the notes area appear below the price line item.
Add text and use the formatting tools to style the information normally available for a text block.
Toggle on PREVIEW to view the price table with added notes.
You can also click on SETTINGS > Styling > NOTES STYLE to uniformly format the style of the notes in your price table.
Related User Guide Topics
