> ## Documentation Index
> Fetch the complete documentation index at: https://zuperinc-section23.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Sections 

## Overview

Sections replace the **Headers** label across **Service Packages**, **Proposals**, **Quotes**, **Invoices**, and **Job** line items.

With Sections, you can control what customers see, from individual line-item details to whether a section appears at all.

## How sections work?

* When you add a section to a quote, invoice, or proposal, all line items inside it are treated as a group. Reordering a section moves every item in it together — you do not need to reorder each item individually.
* Each section has its own configuration settings that control what your customer sees in PDFs, public links, previews, and presentation mode.
* You can add line items directly to a section.

<Note>
  **Note**: If you do not use sections, Zuper places any line items you add using the **Add** button in the last section.
</Note>

## Section configuration

Each section has four settings that control how it appears to the customer, in the PDFs, Public links, previews, and presentation mode.

When a new section is added, it inherits the configuration of the previous section.

| Setting                   | What it does                                                                       | Default |
| ------------------------- | ---------------------------------------------------------------------------------- | ------- |
| **Show Line Items**       | Displays individual line items to the customer within the section.                 | On      |
| **Show Line-Item Prices** | Shows the unit cost, markup, and price for each individual line item in a section. | On      |
| **Show Section Total**    | Displays the sum of the section total.                                             | Off     |
| **Hide Section**          | Completely hides the section and all its items from the customer.                  | Off     |

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/sect_custom-1.png?fit=max&auto=format&n=4f4X5JBG5RSD0AHv&q=85&s=c66ba9b5b373b6e332f7c3116d51f62a" alt="Sect Custom 1" width="1920" height="878" data-path="images/sect_custom-1.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/HaYVJQyRqHRtd36c/images/Sect21.png?fit=max&auto=format&n=HaYVJQyRqHRtd36c&q=85&s=2a84d3ce8b0d2da276c7d2b7e7632bac" style={{ height:"690px",width:"350px" }} className="rounded-lg" width="920" height="1740" data-path="images/Sect21.png" />
</Frame>

Zuper carries over the section configuration when:

* You create a quote from a proposal option.
* You generate an invoice from a quote or job.
* You create a job from a quote or invoice.

## Key points to note on hiding a Section

* Customers cannot see hidden sections or their line items in PDFs, public links, or presentation mode.
* Hidden line items still count toward the overall estimated total.
* You can hide multiple sections at once.
* When you enable Hide Section, Zuper turns off the Price toggle in **Proposal Layout** → **Estimate Options** to keep pricing accurate.

## Section actions

* Configure — Controls how line items and prices appear within the section.
* Rename — Changes the section name.
* Clone — Duplicates the section and all its line items.
* Remove — Deletes the section. Select one of the following options:
  * Remove header only — Deletes the section but keeps the line items.
  * Remove section and all items — Deletes the section and all line items within it.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/sect12.png?fit=max&auto=format&n=4f4X5JBG5RSD0AHv&q=85&s=cc85d32cdd6c9a067a54ea521488b9be" alt="Sect12" width="1920" height="878" data-path="images/sect12.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/HaYVJQyRqHRtd36c/images/Sect22-1.png?fit=max&auto=format&n=HaYVJQyRqHRtd36c&q=85&s=6d7a3a278ec5fb7c1b484ef412aa43b1" style={{ height:"690px",width:"350px" }} className="rounded-lg" width="980" height="1854" data-path="images/Sect22-1.png" />
</Frame>

### Moving line items between sections:

You can move any line item out of a section or into a section.

* **Move out of Section** — Removes the item from its current section and places it at the top above all sections, ungrouped.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/sect3.png?fit=max&auto=format&n=4f4X5JBG5RSD0AHv&q=85&s=06a0b0d32ea2df115857d56cd96dd08d" alt="Sect3" width="1920" height="878" data-path="images/sect3.png" />
</Frame>

* **Move to Section** — Move a line item from a section or an ungrouped item to a preferred section.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/sect4.png?fit=max&auto=format&n=4f4X5JBG5RSD0AHv&q=85&s=2045c9ddf5b9c0a1daa2d4cccd488f84" alt="Sect4" width="1920" height="878" data-path="images/sect4.png" />
</Frame>

### To move a line item

 Locate the line item in the **Parts & Services** section.

* Click the "**Action Items**," Select [**Move out of section**](https://docs.zuper.co/Accounting/Sections#moving-line-items-between-the-sections) or [**Move to section**](https://docs.zuper.co/Accounting/Sections#moving-line-items-between-the-sections) from the line-item actions, depending on the item's current position.
* If moving to a section, select the destination section from the list.

## Important note

This update affects both native and custom quote, proposal, and invoice templates, as existing templates do not support Sections.

**Native Templates**\
 If you are using native templates, you will need to create new templates to fully support Sections.

**Custom Templates**\
 If you are using custom templates, you need to update them to enable support for Sections. Please reach out to our support team at [**support@zuper.co**](mailto:support@zuper.co) for assistance.

## **When will you see an impact?**

You will notice changes only if you configure Sections to hide:

* Line items
* Line item prices
* Entire sections

If you continue using the default [configuration](https://docs.zuper.co/Accounting/Sections#section-configuration) (where section totals are hidden, but line items and prices are visible), the behavior will remain similar to Headers, and your existing templates will continue to work as expected.

## Sections in transactions

The web platform supports Jobs, Quotes, Invoices, Proposals, and CPQ, while the mobile app covers Quotes, Invoices, and Proposals.

1. Use the “**+ Add**” button to add the Section:

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/sect7.png?fit=max&auto=format&n=4f4X5JBG5RSD0AHv&q=85&s=e9731d90d0ecd851da971bfcf990d1ba" alt="Sect7" width="1920" height="878" data-path="images/sect7.png" />
</Frame>

2. Enter the section name and click the “**Add Section**” button.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/sect8.png?fit=max&auto=format&n=4f4X5JBG5RSD0AHv&q=85&s=f95cfd09652a252aaba574d7a6dfb377" alt="Sect8" width="1920" height="878" data-path="images/sect8.png" />
</Frame>

3. Under “**Actions**,” select the meatballs menu. Choose “[**Configure**](https://docs.zuper.co/Accounting/Sections#section-configuration)” to access the section settings.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/sect9.png?fit=max&auto=format&n=4f4X5JBG5RSD0AHv&q=85&s=2347608f6682c99417457fbaa2ef3231" alt="Sect9" width="1920" height="878" data-path="images/sect9.png" />
</Frame>

<Note>
  Note: Similarly, you can edit the section as well after creating the Quote.
</Note>

## Customer view

* When **Show Section Total** is enabled, the customer sees only the section total. Individual line items and their prices stay hidden.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/c1gmWdq2yhk5LEAg/images/Only_Section_Total-.gif?s=7bb181ec4e98b59b3b3d660d60773248" alt="Only Section Total" width="1920" height="878" data-path="images/Only_Section_Total-.gif" />
</Frame>

* When **Show Line Items**, **Show Line-Item Prices**, and **Show Section Total** are all enabled, the customer sees each line item, its unit cost, markup, and price. The section total also appears below the items.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/4f4X5JBG5RSD0AHv/images/section_total.gif?s=20c86921714fda5abff5c5b4053f5171" alt="Section Total" width="1920" height="878" data-path="images/section_total.gif" />
</Frame>

* When **Hide Section** is enabled, the customer does not see the prices or any of the line items.

<Frame>
  <img src="https://mintcdn.com/zuperinc-section23/S2uxnRTfp7mZ8FrI/images/Hide_Section.gif?s=d59391d13314f7fac1d95a6c426e3ba7" alt="Hide Section" width="1920" height="878" data-path="images/Hide_Section.gif" />
</Frame>

## **Important note on templates**

**No changes required if:**

* You continue using the default configuration (where line items and prices are visible and section totals are hidden), your existing templates — both native and custom — will continue to work as expected.

\
If you use **new Section v**isibility options (for example, hiding line items, prices, or entire sections)**:**

* **Proposals:** No impact. Sections are supported by default.
* **Quotes & Invoices (Native Templates):** You will need to create new templates to use these capabilities. Check out how to create [quote templates](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Quotes-Invoices-Settings#quotes-%26-invoices-templates) and [invoice templates](https://docs.zuper.co/Settings/Modules/Quotes-Invoices/Quotes-Invoices-Settings#quotes-%26-invoices-templates).
* **Quotes & Invoices (Custom Templates):** Updates are required to support these capabilities. Please reach out to [**support@zuper.co**](mailto:support@zuper.co) for assistance. 
