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Quote Items

ContentQuote

The line items table for a quote. Nearly identical to Invoice Items, with two differences: a Discount column is available, and there is no item filter or custom-fields handling.

Components - Quote Items

Content tab — columns​

Same two-pane drag-and-drop interface as Invoice Items. Available columns:

ColumnDefault widthNotes
Line #8%Auto-numbered
Quantity10%Printed as Qty. Has an Auto-hide option
Description34%
Unit Price12%
Discount10%Has Auto-hide option — hides when no line has a discount
Tax Rate8%
Tax Amount8%
Total10%

Width counter at the bottom turns green at 100%.

Style tab​

  • Table style — pick a table style (see Concepts → Styles).
  • Show table header — print the column header row. Turn it off for a body-only table.

Description filter​

A single regular-expression filter sits below the display options. Text matching the pattern is stripped from within item descriptions, leaving the item itself in place — for instance /\(Renewal\)/ to take a repeated suffix off every line. Any line the pattern empties is removed along with it, so a pattern written to clear a whole line leaves no blank gap behind.

Quote Items has no item filter — that one is Invoice-Items-only.

How item titles and their description lines are styled comes from the table style's body zone (Typography — first line and Typography — subsequent lines) — see Styles → Body.

Layout tab​

Quote Items is content-only, so the Layout tab carries an Offset (X/Y nudges from the natural flow position) and a Width. See Concepts → Positioning.

Preview tab​

Live preview with sample quote data, including a discount column when selected.

Visibility tab​

See Concepts → Visibility & conditions.