QuoteCloudPrice 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.