How to rearrange the fields in the PDF template of the Estimates app?

Updated on December 20, 2020 11:59PM by Admin

Apptivo Estimates app allows you to customize your order templates and fields as per your business requirements. Apptivo’s drag and drop editor makes the customization simpler and helps you to rearrange the attributes depending on your need.

Steps to Rearrange

  • Login and access the Estimates app from the universal menu.
  • Click on the More(...) icon and select Settings.

  • From the Settings page, click on the Customize app and select the Master Layout.
  • Here, you can rearrange the attributes of the estimates as per your need by simply dragging and dropping the attributes.
Master Layout

  • For instance, if you want to move the Discount Type field from the Estimates Details section to the Summary Section, drag the Discount Type field and drop it on the Summary Section.
  • Click on the Save button to update the changes.
Drag and drop

  • Now, go to the Create or Overview page of the estimates, you can view the Discount Type field on the Summary Section.