{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/8be3fd4421e8490aa5babd170e78577a\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/8be3fd4421e8490aa5babd170e78577a-9b6c83dad36d8575-full.jpg","duration":541.205,"title":"How to Customize a Quote","description":"This Loom explains how to customize and create a finalized quote PDF after product and pricing setup is complete. In the upper right, users click Create Quote, review any warnings, and enter the Customize Quote screen with tabs for cover page, header and footer, opening, pricing and lead time, general terms and conditions, and attachments. It covers using templates for default content, toggling fields like prepared by and unit and extended price on or off with refresh to update the preview, and switching the job name display from project name to BOM name. It also shows adding and rearranging attachments, pushing updates across other existing BOMs when needed, processing selected quotes so each BOM opens in its own document tab, and then previewing and sharing the quote via email, copy link, or download."}