QuoteCloudPrice Table / Sales Quote
Set up price tables and sales quotes in your documents.
Price Table Setup & Configuration
10 guides- Adding a Discount Column to a Price TableLearn how to create a discount column in QuoteCloud. Step-by-step instructions for percentage discounts and applying defaults for your discount column.
- Adding a Line Item to a Price TableLearn how to add a new line item to a QuoteCloud price table. Step-by-step instructions for entering product details, pricing, and descriptions.
- Adding a Thumbnail Image to Adhoc Price Line ItemsLearn how to add thumbnail images to adhoc price line items in QuoteCloud. Enhance your price tables with visual references for products or services.
- Adding Additional Columns to a Price TableLearn 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 Multiple Products from Your Product Catalogue to a Price Table in One ActionLearn how to quickly insert multiple products from your catalogue into a QuoteCloud price table in a single step. Save time and improve quoting efficiency.
- Adding Notes to a Price Line ItemLearn how to add notes to price line items in QuoteCloud. Provide additional details or clarifications to help recipients understand pricing.
- Adding Products to a Price TableDiscover how to add products from your catalogue into a QuoteCloud price table. Step-by-step guide to streamline your quoting process.
- Adding Sections in a Price TableLearn how to add sections in QuoteCloud price tables to organise products and services into clear, structured groups for easier navigation.
- Assigning a Cost (Purchase Price) to an Adhoc Line ItemLearn how to assign a cost or purchase price to adhoc line items in QuoteCloud. Track margins and profitability alongside your sales pricing.
- Setting a Repeating Price in a Sales Quote Price TableLearn how to set repeating prices in QuoteCloud sales quote price tables. Automate recurring charges for subscriptions, retainers, or ongoing services.
Price Table Presentation & Styles
3 guides- Formatting Column HeadingsLearn how to format column headings for clarity and consistency.
- Formatting Line ItemsLearn how to style line items for a clean, professional look.
- Formatting Price Table Totals SectionLearn how to customise the Price Table Totals section in QuoteCloud, including adjusting labels, layout, and styling for professional documents.
Price Table Best Practices & Troubleshooting
1 guidePrice Table Customisation & Layout
11 guides- Changing the Labels in the Price Table Totals SectionLearn how to change the labels in the totals section of QuoteCloud price tables. Step-by-step instructions to customise your pricing summaries.
- Changing the Order of Columns in a Price TableStep-by-step guide on changing the order of columns in a QuoteCloud price table to match your preferred layout.
- Changing Your Price Table Column LabelsLearn how to change column labels in QuoteCloud price tables. Step-by-step instructions to customise headings for clarity and branding.
- Group Price Line Items & Summarise Up to a SubheadingLearn how to group price line items and summarise (hide) details up to a subheading in QuoteCloud price tables for cleaner, more organised documents.
- Removing Tax from a Price TableLearn how to remove tax from a QuoteCloud price table. Step-by-step instructions to customise your pricing and comply with client requirements.
- Reordering Sections (Headings) in a Price TableQuoteCloud allows you to reorder sections, sub-headings, and grouped price lines in your price table for better clarity and flow. This guide explains the steps to rearrange these elements effectively.
- Set Font Transform Style for Pricing Table Line ItemsLearn how to customise the font transform style for pricing table line items in QuoteCloud. Easily set text to uppercase, lowercase, or capitalized to match your brand style.
- Setting the Column Alignment (left, right, center) in a Price TableLearn how to set column alignment in a QuoteCloud price table, including left, right, or centre positioning for better data presentation.
- Showing or Hiding Price Table TotalsLearn how to show or hide the totals section in QuoteCloud price tables. Step-by-step instructions to control price summary visibility in your documents.
- Sorting Line Items in a Price TableLearn how to sort line items in a QuoteCloud price table for clearer organisation and improved document presentation.
- Switching Off the Price Table Repeat Costs FeatureLearn how to disable the repeat costs feature in QuoteCloud price tables. Step-by-step instructions to control cost repetition in your pricing tables.
Price Table Integration & Advanced Usage
6 guides- Merge Two Price Tables TogetherLearn how to merge two separate price tables into a single table in the QuoteCloud editor. This guide walks you through selecting a pricing table, dragging it onto another, and combining their content to create a unified table for easier editing and a cleaner layout.
- Split (Break Apart) a Price Table in TwoLearn how to split a price table into two separate tables at any line item. This guide shows you how to break a pricing table at a chosen point, creating two independent tables on the same page or on a new page using the Split Into New Table or Split Into New Page options.
- Splitting (Breaking) a Price Table in Two at a Section HeadingLearn how to split a section from an existing pricing table and move it into a new pricing table. This helps you organise items more clearly and manage each section independently.
- Summarising Line Items at a Price Table Section Heading (Hide Line Items)Learn how to summarise a section within a pricing table to hide its line items and display only the section total. This feature helps create a cleaner, more compact pricing layout while still showing key totals at a glance.
- Using Formulas or Calculations within Price Table ColumnsLearn how to apply formulas and calculations in QuoteCloud price table columns to automate totals, discounts, and other numeric values.
- Using the Lasso feature to Select & Merge Price TablesLearn how to use the Lasso feature to select multiple price tables at once and merge them quickly in the QuoteCloud editor. This guide shows you how to lasso pricing tables, move them as a group, and combine them into a single table for easier management and cleaner layout.
Price Table Interactivity & Recipient Controls
3 guides- Allowing a Recipient to Change the Quantity to OrderLearn how to enable recipients to adjust the quantity of items in a QuoteCloud price table. Step-by-step guide for interactive pricing options.
- Allowing Recipients to Choose Price OptionsLearn how to let recipients select from multiple price options in a QuoteCloud price table. Step-by-step instructions for enabling and managing this feature.
- Reordering Sections in a Pricing TableLearn how to reorder sections in a pricing table by dragging them into a new position. This helps you organise your pricing structure clearly and ensures your sections appear in the correct sequence.