Every client is different. Some want every line, every quantity, and every unit cost spelled out so they can see exactly where their money goes. Others just want a clean total and a place to sign — show them a wall of numbers and they get nervous. The trouble is, you only build your scope once, and it’s full of the detail you need to price the job: unit costs, markup, cost types, the works.

That’s what Display Options is for. It lets you decide exactly how much of that detail your client sees on the quote — line by line, column by column — without ever changing the scope underneath. Your team keeps the full picture. Your client sees the version you’ve chosen to show them. Think of it like a chef’s kitchen versus the plated dish: all the prep and the raw ingredients stay in the back; the client gets the presentation you want them to see.

This article covers where to find Display Options, what each toggle does, how to collapse a whole section at once, and how to preview the result before anything goes out.

The way a quote is presented changes how it lands. A homeowner comparing three contractors might be reassured by a fully itemized breakdown — or overwhelmed by it. A repeat commercial client might only care about the bottom line per phase. With Display Options you’re not rewriting the quote for each audience; you’re flipping a few switches on the same scope and sending the version that fits. And because none of it touches your internal numbers, there’s no risk of accidentally changing what the job actually costs or what your crew builds from.

Display Options lives on the final review page — the full contract layout you land on right before sending. To get there:

You’ll land on the review page with your full quote laid out. Look to the Display Options panel on the right — that’s your control panel for everything below.

(For the full walkthrough of previewing and sending — the preflight check, the PDF, the share link, what happens after signing — see How To Preview As Your Client and Send Out The Proposal.)

Each toggle in the Display Options panel controls one piece of what your client sees. Flip one off and that detail disappears from the client’s view — but stays exactly where it is in your own scope.

Nothing you turn off here changes your numbers, your team’s view, or what gets built. It only shapes the presentation. The math the client sees still adds up — you’re choosing which columns of the worksheet to show, not editing the worksheet.

The toggles control columns across the whole quote. But sometimes you want one section clean and another fully detailed — say, an itemized kitchen but a single tidy line for “Demolition.”

Each scope group can also be collapsed on its own. Collapse a group and it shows the client a single line with its total instead of every item underneath — the individual items stay in your scope, they’re just tucked away from the client’s view. Leave the next group expanded and that one stays fully itemized. Mix and match section by section until the quote reads the way you want, then use Preview as Client (below) to check the result.

You don’t have to guess at how your choices look. Right inside the Display Options panel is a Preview as Client button. Click it any time to see the quote exactly as your client will — toggles applied, prices shown or hidden, groups collapsed or expanded.

The rhythm is simple: flip a few switches, preview, adjust, preview again. A minute of this and you’ll land on a presentation that fits this particular client — before a single thing has been sent.

Once it looks right, you send straight from that same page. The blue send button’s label depends on your signing order:

Either way, your client only ever sees the version you’ve set up in Display Options.

Does hiding a column change my actual quote total? No. Display Options only changes what the client sees. Your scope, your costs, your markup, and the real total are all untouched — and your team always sees the full picture.

If I hide Markup, do the line prices still make sense? Yes. The prices the client sees still add up to the same total; you’re just not showing the markup figure as its own number. It’s the most common toggle to turn off for exactly this reason.

Can I show a clean total for one section but itemize another? Yes. Each scope group can be collapsed on its own to show just its total, while other groups stay fully itemized. Collapse the ones you want kept high-level and leave the rest as they are.

What’s the difference between Item Price and Price? Item Price is the price on each individual line. Price covers the overall pricing — group subtotals and the grand total. You can show one without the other (for example, hide line prices but still show the bottom-line total).

My client already saw the price — can I hide it now? Not on a quote that’s already been sent with pricing visible. Once the final quote goes out showing the Price, that toggle locks on for that quote. The other display toggles still adjust.

Will the client know I’ve hidden anything? No. They simply see the quote as you’ve set it up — there’s no “hidden detail” marker on their end. Use Preview as Client to confirm exactly what they’ll receive.