Create a section
To create a new section in your quote go to the quote document that you want to modify and select the Create New Section option from the Sections drop-down menu.
Name the section and Save.
Edit a section
To edit a section in your quote go to the quote document that you want to modify and select the Manage Sections option from the Sections drop-down menu.
A list of sections will pop up. Click on the drop-down menu icon and click Edit.
Make the changes and Save them.
Delete a section
To delete a section that you have previously created within your quote, select the Manage Sections option from the Sections drop-down menu. Just like you would do to edit the section (see above).
A list of sections will pop up. Click on the drop-down menu icon and click Remove. A warning pop up will ask you to confirm that this is what you want to do. Confirm by pressing Remove.
🚨Remember that when removing a section you automatically remove all the items that you have added to that section.
Change quote sections order
To reorder sections that you have created within your quote, select the Change Sections Order option from the Sections drop-down menu and then simply drag the sections up and down. To drag an item left-click on it an hold the mouse button. Move the item and drop it where you want it to be. Save once you are finished.