Skip to content
  • There are no suggestions because the search field is empty.

How to Enable Estimate Sidebar Settings

This guide shows you how to customize estimate sidebar settings to better present estimates for your customers, helping you create more effective and personalized proposals.

1. Click on the estimate you want to view

1-Jan-11-2026-02-58-13-7873-PM

2. From there, you click on the preview because this will take you to the estimate preview.

2-Jan-11-2026-02-58-13-3524-PM

3. This is viewing it as your customer would then click "Edit proposal". 

3-Jan-11-2026-02-58-13-1919-PM

4. This will enable settings on the estimate and a setting bar will appear 

4-Jan-11-2026-02-58-13-5791-PM

5. You'll notice there are various actions you can select to change what appears on the estimate for your customer. 

5-Jan-11-2026-02-58-13-2183-PM

6. Toggle display changes image size on the estimate

6-Jan-11-2026-02-58-13-5921-PM

7. Hide/show price 

7-Jan-11-2026-02-58-13-8591-PM

8. Hide/show rate

8-Jan-11-2026-02-58-14-0787-PM

9. Hide/show item quantity 

9-3

10. Unlocking/locking item selection for your customer

10-3

11. Removing default selection enables your customer to make selections from scratch

11-3

12. This will make selections optional for your customer

12-3