Quote Builder's design options allow you to craft a more engaging experience for your clients.
Skip to:
Click on the quote builder block > Edit quote, and select Design at the top of the page to see how your quote will look.
Product layout options
There are four choices for product display:
Classic horizontal layout
Table view
Grid view with small product tiles
Grid view with large product tiles
Note: You can select different layouts for various sections.
Customizing design settings
Tailor the design settings of the quote builder to match your document’s content. Go to Design > Preferences to customize:
Product card design and colors
Description display options
Grand total layout design
Product bundle display options
Volume-based pricing display options
Go to Design > Typography to customize quote's:
Font (Learn how to add a custom form to your template or document here.)
Note: If you add a custom font, you may need to wait a few moments or refresh the page for it to appear in the quote builder settings.Font size
Line spacing
Color
Text style
Table layout customization
With a table layout, you can customize the column width by hovering over the column divider and dragging it along the small green line to adjust it to the desired size.
Furthermore, you have the option to customize the Table header color in the Design Preferences.
Product description display
Customize how product descriptions appear in your quote by navigating to Design > Preferences > Description. You can enable the Collapse description toggle for easier viewing, allowing customers to expand or collapse the description as needed.
To make it easier for customers to view product descriptions, simply turn on the Collapse description toggle. This will allow them to expand or collapse the description as needed.
Product bundle display settings
To customize product bundle display settings select Preferences > Product bundle, then toggle/untoggle options you need.
Volume-based pricing settings
To customize the label of products with volume-based pricing go to Volume-based pricing section in Preferences.
Tip: To hide the label of products with volume discount switch off the toggle Show label under Design > Preferences > Volume-based pricing.