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How to Show/Hide Columns on Your Proposals
How to Show/Hide Columns on Your Proposals

Using "Edit Options" menu to adjust which columns show up on your proposals.

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

When setting up your proposal templates, you can choose to show or hide certain columns depending on your needs and preferences.

To adjust which columns are shown on your proposals:

  1. Go to the Designer

  2. Select the page you'd like to edit. You can find this page within your Report Groups, or select it from the list of Company Pages.
    (This applies to pages that dynamically pull in data from your project, like Acceptance, Summary, Line item, and Change Order.)

  3. Click Edit Options (top left). 

This will open the Edit Options modal where you can select/deselect items to show/hide in your proposal. 

Select the options you'd like to include, then click anywhere outside of the modal to close it. Be sure to click 'Save Page' to save your changes.

Once you're done, you can head back to your project and render a new proposal to see your changes on your reports.

Hope this helps - let us know if you have any questions!

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