1
Select the price line item
Click on the line item where you want to add a note.
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
Learn how to add notes to your QuoteCloud price line items.
Steps to add notes
2
Open the notes area
A small + icon will appear next to the line item description. Click it to add notes.
3
Enter your note
Type your text into the notes area directly below the selected price line item.
4
Review the note
Once entered, the note will appear beneath the associated price line item in your pricing table.
FAQs