Adding Notes to a Price Line Item
This guide explains how to add notes to individual price line items in QuoteCloud, allowing you to include extra context, explanations, or instructions for your recipients.
Adding Notes to a Price Line Item — FAQ
What does "adding notes to a price line item" mean?
Adding notes to a price line item in QuoteCloud allows you to attach extra context, explanations, or instructions directly to an individual price entry so recipients better understand the pricing or any conditions tied to that item.
Why should I add notes to a line item?
Notes help clarify scope, special terms, optional components, setup or delivery instructions, and other details that reduce confusion and the need for back-and-forth communication with recipients.
Can notes be added to individual line items or only to the whole document?
Notes can be added to individual price line items. This lets you provide targeted information for each product or service rather than only applying comments at the document level.
Who sees the line-item notes?
Line-item notes are intended to provide context for recipients of the quote or proposal. They are shown alongside the corresponding price line item where recipients view the document.
What are good uses for line-item notes?
Common uses include clarifying what’s included or excluded in the line item, listing installation or delivery requirements, specifying timeframes, calling out one-time fees or discounts, and giving brief instructions for the recipient.