a week ago
Quote Item Editing Improvements
Editing Quote Items is now faster and safer, with an experience consistent with Purchase Order Items.
Key improvements:
- Unit is now displayed and edited as a separate column, preventing accidental removal when updating quantities
- Click a Description cell to open the rich text editor — add formatting, line breaks, or detailed notes directly on the Quote
⚠️To update your column layout to show the new Unit column, use the Columns tab on the right side of Quote Items table.
These changes reduce the risk of data entry errors and give estimating teams a more professional, consistent editing experience.