Editing Options in the Editor

Checkbox for marking a quote item

Opens the blue toolbar on the left side with the editing options.

Number of selected item

For a better overview, this icon shows how many selected item the following edit refers to.

Move items

The two arrows enables you to move all selected line items:

The selected items can be placed anywhere in the quote document. To do this, move the two blue lines in the document using the mouse. If you move the mouse over the plus sign, the line turns green and the element can be placed at this position by clicking on it.

If you want to cancel the moving process, it is enough to click on the Escape key or in the right white area of the editor outside the columns.

You can also move several items at once, but they must be selected in the block.

Allows you to show/hide individual cells for all selected items.

The eye icon (one icon per cell) can be used to show or hide the desired cells.

The menu closes with a click on the x at the left corner.

By activating the leftmost column at the left corner, the item column, text areas can also be numbered. This can be useful, for example, for displaying a table of contents

Duplicates all selected items.

Duplicates the item and places it directly below the original one.

Changes the level of the item number for all selected item.

When you click this button, all selected item are sub-numbered or arranged one level lower (e.g. 1.1, 1.1.2). A maximum of three hierarchy levels are possible, which are defined manually.

Note: This function only affects products and text item. All other quote item are not taken into account.

Sets selected items to alternative with formatting/standard.

All marked product item are set as an alternative to a product above them. This is represented by italic font and a light green hatching in the background.

When the function is activated again, the alternative setting is cancelled (standard).

Alternative products are ignored when calculating the quote total.

Sets selected item to alternative/standard.

All marked product item are set to an overlying product as an alternative. This is represented with a light gray hatching in the background.

When the function is activated again, the alternative setting is cancelled (standard).

Alternative products are ignored when calculating all quote totals.

Locks/unlocks all selected items for user interactions.

(Un)lock: All selected item are locked. Locked item cannot be edited or deleted until the lock is released by clicking the button again.

A locked item can be recognized by the padlock in the badge on the right margin.

Note: It is recommended to lock important item such as T&Cs in the quote template so that they cannot be edited in any quote created based on the template. Depending on the configuration, locks set by administrators cannot be removed by standard users.

Hides/Displays all selected item in the PDF.

All selected item will be hidden in the PDF. This is represented with a red hatching in the background.

Selected item that have already been hidden are released again for printing.  

Deletes all selected items.

All selected item will be permanently deleted.

Note: Unlike the Flex version, quote lightning does not have a bin from which you can restore deleted item.

Enables the assignment of product groups to the selected item

This menu item opens the toolbar for managing product groups at the quote item level. More details under "Product Groups".