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Improvement
6 months ago

✨ Quotations Update: Default Line Items

We’ve added a new Default Line Item feature within Quotations settings to help streamline your workflow and ensure consistency across your quotes.

🔧 What’s New?

You can now define a default line item that will automatically be added as the first requirement on every new quotation.

🚀 How It Works

  • Navigate to Settings > Preferences > Quotations
  • Locate the Default Line Item field
  • Enter an Asset Category Code
  • This line item will now be auto-inserted into new quotations

💡 Why This Matters

  • Saves time when creating quotes
  • Ensures key items are never missed
  • Standardises quotation structure across your team

This is especially useful for commonly required items like delivery, setup, or standard hire equipment.

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