The Quote PDF Toggles in Settings > Job / Project Settings allow you to control which fields appear on your exported quote PDFs. This helps you keep quotes concise and tailored to client requirements.
📍 Where to Find It
Go to Settings > Job / Project Settings.
Scroll to the section for Quote PDF Toggles.
✅ How It Works
All toggles are set to ON by default, meaning all fields will appear on your quote PDFs unless you turn them off.
You can switch off fields you don’t want to include.
Fields you can toggle off:
Site
Client Reference
Inclusions and Exclusions
Quotation For
Assumptions and Qualifications
Terms and Conditions
⚡ Why It’s Useful
Keeps quotes client-focused by removing unnecessary sections.
Helps you standardise the information shown on every quote.
Reduces clutter for simple or one-off quotes.