Here's a feature request for that: Enhanced Summary Widget - Pivot-Style Table with Flexible Data Grouping

The current Summary widget lists every line item individually, which can make proposals feel overwhelming for clients and harder to communicate value clearly.

Request: Redesign the Summary widget to support a pivot-table style layout, giving users control over how data is grouped, aggregated, and displayed.

Desired capabilities:

• Group line items by Section, billing frequency (one-time vs monthly)

• Collapse/hide individual line items and show only group totals (accordian style)

• Choose which columns to display (e.g. hide margin/cost columns in client-facing view)

• Toggle between detailed and summary views

• Optionally show bundle contents rolled up into a single line

• More options in Quote Presentation, with a default selection to be rendered on the PDF

Why it matters: Right now the summary table exposes every SKU and sub-item to the client, which can dilute the proposal narrative. A pivot-style view would let MSPs present clean, high-level pricing while keeping the detail available internally or on demand.