Control estimate detail levels in exports

Choose what details appear in estimate exports — full breakdown, totals only, or work-area summary.

What's New

Estimates now support three detail levels when exporting to PDF and XLSX. Share a complete breakdown with your team, hide quantities and unit prices from competitors, or show only work-area summaries for a high-level overview.

Set an organization default in Estimate Preferences, then override per-estimate as needed. The detail level applies consistently across both PDF and XLSX exports—your internal editing interface always displays full detail for accuracy.