The Products Not Included section will allow you to display recommended products to your customer that are not essential to the project or ones that the customer has decided not to purchase.
These would be optional recommendations that you can display to your customer, allowing them to see and choose what additional work they would like to consider.
Editing & Formatting:
To pick which format you would like to present these recommendations to your customer in, select “Change Layout”.
- Products Not Included (Name & Quantity): this option will display your recommended product names and quantities, without displaying the price per line.
- Products Not Included (Name Only): this option will display your recommended product names only, without displaying the quantities or price per line.
- Products Not Included (All Columns): this option will display all recommended product information; name, quantity, and price per line.
Additionally, you can hide pieces of information in this section as well such as product descriptions, price parts, and subtotals by selecting "Formatting Options."