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Adding Notes (Additional Formatted Content) to a Price Line Item


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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.

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Add a price line item, click on the Add Price Row button to manually add your line item.

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Or click on the Products icon (vertical navigation bar on the right) and click or drag and drop to add a product.

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Click on the Add Notes icon on the right of the price line item description.

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You will now see the notes area appear below the price line item.

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Add text and use the formatting tools to style the information normally available for a text block.

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Toggle on PREVIEW to view the price table with added notes.

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You can also click on SETTINGS > Styling > NOTES STYLE to uniformly format the style of the notes in your price table.

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