QuoteCloudPrice 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.