Advanced Editing allows you to make deeper customisations to your quotes beyond the standard options available in the quoted items section.

This can include:

Advanced Editing is intended for users who want more control over their quote presentation and are comfortable making changes beyond the standard interface.

Watch the video for the full walkthrough or scroll down for specific steps

To access Advanced Editing:

This will show the underlying code that controls how that section of your quote is displayed.

For example, the Terms & Conditions section can be customised by editing the heading name.

You can make simple changes such as:

Changes will update immediately after saving.

If something goes wrong while editing, you can restore the default version.

Use the Reset option if:

Resetting will return the section back to the default Buildxact code and layout.

Advanced Editing can be used for more complex formatting changes, such as:

A basic understanding of HTML and coding can be helpful, but tools such as ChatGPT, Claude, and other AI assistants can help create these changes.

For example, you can copy the existing code and ask an AI assistant:

"Make this into two columns"

The AI can then:

When AI tools provide only a small snippet of code, it can be useful to ask:

"Provide the full code"

Then copy the updated code back into Advanced Editing and save.

Changes made through Advanced Editing are saved permanently to that estimate.

However, the changes are not saved as a reusable layout automatically.

If you want to use the same customisation repeatedly, you should either:

This prevents you from having to manually recreate the same changes each time.

See more here:

When working with Advanced Editing, you can use placeholders to pull information from your Buildxact database.

At the bottom of the help article, there is a link to the Customizable Quote Letter Command Cheat Sheet.

This contains the available commands that can be inserted into your quote layouts.

For example, the Cover Page may contain placeholders such as:

These placeholders automatically pull the relevant information from Buildxact.

AI tools can also help create custom quote layouts using these commands.

You can provide the command cheat sheet to an AI assistant and ask it to:

AI tools can be very helpful, but they may not always select the correct command.

An issue that sometimes occurs is it refers to the wrong source of the code as the tags are very similar.

Command cheat sheet is here:

Advanced Editing provides a lot of flexibility, but some customisations can become complex.

If you are unsure how to achieve something:

Please note that completely rebuilding an entire quote layout for you is a large task and potentially more then we have at support have bandwidth for. Reach out and we can advise on this one.

We can help guide you on the best approach and whether your requested changes are suitable for Advanced Editing.