This Help Article covers;
This Help Article assumes that you already know how to add a Section. For more information on adding a Section, see the Help Articles;
To Add Section Description to a Manual Section
On Adding a Manual Section, following entering a Section Name*, in the Description field of the "Add new manual section" popup, Enter a Description, then Press [CONFRIM] to Save
Text entered into the Description field of the "Add new manual section" displays;
Under the Section Name on the Quote's Overview Window, and
Under the Section Name of the Quote PDF's Details Section
To Add Section Description to a Plan Section
On the Visbuild default Section (Edit section/plans), OR on adding a "New section and plan", in the Description field of the "Edit Section" popup, Enter a Description, then Press [DONE] to Save
Text entered into the Description field of the "Edit Section" displays;
Under the Section Name on the Quote's Overview Window, and
Under the Section Name of the Quote PDF's Details Section
To Edit Section Description
From the Quote;
1. From the Quote Section Line, Press the "More" (3 dots) menu, then Select the option "View section details"
2. Edit as required, then Press [CONFIRM] to Save
From Visbuild;
1. From the Visbuild Window, Press the Section/Plan Selector’s Expand More Options Icon, then Press on the “Pencil” of the Section to have the Section Description edited
2. Edit as required, then Press [DONE] to Save