How to Add a Text Position

Before You Start

A Text Position allows you to add descriptive text to the pricing table without assigning a quantity, rate or value. It's useful for adding headings, notes or additional information to help explain your Quote.

Adding a Text Position

Step 1 - Navigate to the Items Tab

1. Open your Quote.
2. Select the Items tab.

Step 2 - Add a Text Position

1. Click + Text Position.
2. Enter the text you want to display.
3. Format the text as required.
4. Click Save.

Best Practice

• Use Text Positions to improve the readability of your Quote by separating different sections.
• Keep the text short and meaningful.
• Use a Text Position when you need explanatory text without affecting the pricing calculations.

Summary

1. Open your Quote.
2. Select the Items tab.
3. Click + Text Position.
4. Enter the text you want to display.
5. Format the text as required.
6. Click Save.

Related Articles

• How to Add an Item to a Quote
• Understanding Quotes
• Understanding Quote Item Types: Items, Sub-Item Groups, Composed Items