Rename the Section: You can rename the gear section to something more appropriate for your client, such as "Equipment" or "Items."

Select Orders: If you have multiple orders for the event, you can choose which orders to include in the quote.

Detail Level: Decide how much detail to show. You can choose to display the total price, order, group names, or individual items within each group. You can also show all child items within packages.

Columns: At the Group and Order detail levels, choose which financial columns appear on the quote, including Sub-Total, Discount, and Total. Drag the columns in the list to set the order they appear on the document, and click the pencil icon on a column row to rename its header—for example, renaming "Qty" to "Units." The Description column is always included; you can move it, but not hide it. Column order and custom labels carry through to the rendered document and are saved with your configuration templates.

Group Subtotals and Discounts: Each group can display its pre-discount subtotal and its discount amount, controlled by separate toggles.

Public Notes: Choose where public notes appear on the gear section. The Order, Group, and Line-item levels each have their own show/hide toggle, so you can display notes at one level without showing them at the others.

Show Internal Only Groups: On a Production List, this option brings gear groups marked Internal Only back into view — useful for an internal-facing copy that shows everything on the order, including groups hidden from the client's quote.

Labor Number Options:

Scheduled Shifts: Use the scheduled shifts from the Schedule Plus tab to show the assumed labor costs.

Detail Level: Similar to the gear section, you can choose to show as much or as little information as you want, including shift start and end times.

Columns: Labor columns can be dragged into any order and renamed with the pencil icon, the same as gear columns. The Position Name column is always included—you can move it, but not hide it.

Total Logistics Amount: Enter a total amount for logistics and provide a commentary on what the charge covers.

Bulk Travel Amount: Enter a total amount for travel and outline the costs.

Check the Section: Ensure the "Additional Charges" section is checked to include it in your quote.

Add a Charge: Click the pencil button, select a charge type (e.g., admin fee), and enter the total amount.

Expense Amount: Optionally, include the expense amount (this is not visible to the client).

Check the Charge: Make sure the additional charge is checked to appear on the quote.

Service Fees: A service fee is typically a percentage of the total amount.

Combined or Separate: In the block's Service Fees configuration, choose Combined total to roll your fees into a single Service Fees line, or Separate lines to show each service fee on its own line—useful if your account applies multiple fee profiles.

Check the Section: Ensure the "Service Fees" section is checked to include it in your quote.

Tax Regions: Sales Tax is configured in your Company Inventory settings, and is based on the venue address.

Percentage or Manual Entry: You can either enter a percentage for sales tax manually input a dollar amount.

Totals and Subtotals: Choose which totals and subtotals are displayed on your quote, including section subtotals, pre-discount subtotals, group discount amounts, and the overall quote total.

Order Totals & Resource Totals: On a gear quote block, the Order Totals and Resource (Gear) Totals blocks each have their own line-level visibility toggles — Pre-Discount Sub-Total, Discount, Additional Discount, and Total — so you can show one block, the other, or just the lines you want. This is especially useful on a block with a single order, where the two blocks would otherwise show the same figures twice.

Reorder Items: You can reorder any of the items and objects on your quote to suit your preferences.

Add a Summary Block: Add a summary block to your quote from the toolbar. Summary blocks are the same configurable summary sections available on invoices, giving your client a rolled-up view of the quote's totals.

Choose the Grouping: Group the summary by GL code, revenue type, or resource type.

Visibility Toggles: Quote blocks include Exclude from Totals and Hide from Quote toggles, so you control whether a block counts toward the totals and whether it displays on the quote.

Default Configuration: Your default summary block configuration template can be applied automatically based on the settings on the Document Template.

Saved Configurations: Summary block settings are managed on the Document Block Configurations settings page, alongside your other saved block configurations (see Managing Document Block Configurations below).

Where It Shows: Summary blocks render in the quote preview, the PDF export, and on the public share page.

Columns: At the Order and Group levels of detail, the gear columns the configuration has enabled. Total is shown by default; Sub-Total and Discount are opt-in. The configuration also stores your column order and any custom column labels.

Order Totals and Resource Totals: The line-level selections for Pre-Discount Sub-Total, Discount, Additional Discount, and Total.