Do you need to add some additional information to a Quote under the Line Items? Add Text Items using the Other Items Menu is Step 6.
There is a 1000 character limit when adding Text Items.
Text Items can be hidden on Quotes so they are not visible when printed or emailed, and re-ordered among added miscellaneous Other Items.
Added Text Items can not be re-ordered within Price Line items.
- In Step 6, click the Add Other Items icon next to any Area.
- Select Add Text Item.
- Enter the text, select the Area to place the text > Save.