Price Table Setup & Configuration

Setting a Repeating Price in a Sales Quote Price Table

Learn how to set repeating prices in QuoteCloud sales quote price tables. Automate recurring charges for subscriptions, retainers, or ongoing services.

Adding Sections in a Price Table

Learn how to add sections in QuoteCloud price tables to organise products and services into clear, structured groups for easier navigation.

Adding Additional Columns to a Price Table

Learn how to add extra columns to your QuoteCloud price tables. Customise table layouts to include more details, such as product codes, discounts, or notes.

Adding a Discount Column to a Price Table

Learn how to create a discount column in QuoteCloud. Step-by-step instructions for percentage discounts and applying defaults for your discount column.

Adding Multiple Products from Your Product Catalogue to a Price Table in One Action

Learn how to quickly insert multiple products from your catalogue into a QuoteCloud price table in a single step. Save time and improve quoting efficiency.

Assigning a Cost (Purchase Price) to an Adhoc Line Item

Learn how to assign a cost or purchase price to adhoc line items in QuoteCloud. Track margins and profitability alongside your sales pricing.

Adding Notes to a Price Line Item

Learn how to add notes to price line items in QuoteCloud. Provide additional details or clarifications to help recipients understand pricing.

Adding a Thumbnail Image to Adhoc Price Line Items

Learn how to add thumbnail images to adhoc price line items in QuoteCloud. Enhance your price tables with visual references for products or services.

Adding Products to a Price Table

Discover how to add products from your catalogue into a QuoteCloud price table. Step-by-step guide to streamline your quoting process.

Adding a Line Item to a Price Table

Learn how to add a new line item to a QuoteCloud price table. Step-by-step instructions for entering product details, pricing, and descriptions.