Quote editor: options, sections and items

Build up to three quote options, add sections and items from your price list, set quantities, rename tabs, inherit items from a parent option and write the description.

Beginner 10 minSales rep / estimator, Owner / manager· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /edit/report/[reportId] · Guide last checked 2026-10-03

0 of 7 ticked · remembered in this browser

Preconditions

A proposal with an empty Quote Details page and a stocked product list.

Steps

1. Open Quote DetailsDo: Click the Quote Details page.Expect: Heading "Quote Editor", a "View templates to get started quickly" link, quote tabs, "Include all items from:", "Description:" and the first section.Actual:
2. Rename the optionDo: Double-click the first tab and type "Good". Press Enter (Escape cancels).Expect: The tab shows the new name.Actual:
3. Add a section and itemsDo: Click "Add Section" and name it "Tear-off". Click "Add New Item", start typing "shingle" and pick the suggestion. Set Quantity. Press Enter to commit.Expect: Columns Item / Price / Quantity / Total fill in; section and option totals update.Actual:
4. Add a second option that inheritsDo: Click the "+" button (Add new quote) to add a second tab, double-click it and name it "Better", and under "Include all items from:" choose "Good". Add only the extra items.Expect: Better shows Good's items plus its own. Maximum 3 options ("Maximum 3 quotes allowed").Actual:
5. Write the descriptionDo: Fill "Description:" with a one-paragraph summary of this option.Expect: It appears on the quote page and on the homeowner's option card.Actual:

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

My item is not suggested when I type.What should happen or be shown: It is not in the product list (or not in the selected additional price list). Add it to the product list, or type a free item for this quote only.

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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