Each section can be shown/hidden in the final PDF using the checkbox toggle.
Offer Description
Purpose: Introduction text that appears at the top of your offer
Field type: Textarea (Basic) or Rich Text Editor (Premium)
Default content (from Default Texts settings):
Dear Sir or Madam,
We are pleased to present our offer for the delivery and installation
of a high-quality staircase. The staircase will be manufactured according
to your individual requirements and is characterized by the highest quality
and modern design.You can edit to personalize for each customer
Premium Rich Text Editor features:
- Bold, Italic, Underline
- Bullet lists, numbered lists
- Hyperlinks
- Clear formatting
Shows in PDF: Immediately after customer info, before technical sections
Section Visibility Toggles
Every section has a checkbox to control visibility in PDF:
✅ Checked (Green) = Section appears in PDF ⬜ Unchecked (Gray) = Section hidden from PDF
Sections with toggles:
- 📝 Offer Description
- 🛠️ Technical Section
- 💰 Price Items
- 🖼️ Image Gallery
- 💳 Payment Terms
- 🚚 Delivery & Warranty
- 📄 Notes
How it works:
- Uncheck a section → disappears from right panel preview
- Check it again → reappears in preview
- Data is preserved even when hidden
- Use case: Hide pricing from preliminary quote, show it later