Group Price Line Items & Summarise Up to a Subheading

QuoteCloud lets you group price line items under subheadings and summarise or hide detailed lines to create concise and clear price tables. This guide explains how to organise and collapse groups effectively.

FAQs

What does grouping price line items mean in QuoteCloud?

Grouping price line items in QuoteCloud means combining multiple related products or services beneath a single subheading inside a price table so they appear as a category rather than a long list of individual entries.

This creates a visually nested layout that makes complex documents produced by your sales quoting software or sales proposal software easier to scan and helps clients understand category totals at a glance.

How do I group line items under a subheading?

Open the price table editor, insert a subheading row where you want the group to begin, then drag or assign the relevant line items under that subheading. Grouped items will appear indented beneath the subheading.

You can reorder groups and move lines between subheadings as needed — use this in your quote software templates to create clear sections for services, hardware, or bundled offerings.

Can I summarise (hide) grouped line items so only the subheading shows?

Yes. QuoteCloud lets you summarise grouped items so the document shows only the subheading and the group total by default while keeping the detailed lines hidden behind an expandable control.

This is a presentation-only option useful for concise proposals in your proposal software or quote software: clients see high-level totals first and can expand groups to view the full breakdown when required.

Do grouped or hidden line items still affect totals, taxes, and discounts?

Yes. Grouping or hiding line items only changes the visual presentation. All hidden or summarised lines continue to contribute their prices, taxes and any line-level discounts to the group and document totals automatically.

That means your final totals, tax calculations and integrated accounting exports remain accurate even when details are collapsed in the visible document.

Can I reorder groups or move items between subheadings after grouping?

Yes — grouped items can be reordered and moved between subheadings inside the price table editor. Simply drag lines or groups to their new position to update the visual structure.

This flexibility helps you refine document flow in templates and ensures sections such as service bundles or phases appear in the order that best supports your sales narrative.

When should I hide detailed line items in a quote or proposal?

Hiding detailed line items is most useful when you want a concise, executive-style summary for decision-makers, when presenting category totals for bundled offerings, or when you need a cleaner visual layout for lengthy quotations.

Use summarised views to reduce information overload for first-pass reviews, while still providing an easy way for recipients to expand and inspect the full breakdown when needed.

Will hiding grouped line items affect integrations or exported invoices (for example, with QuickBooks)?

No — hiding is a display preference only. When you integrate with accounting tools (for example, QuickBooks Online) or export invoices, the underlying line data — quantities, prices, taxes and discounts — is preserved and transmitted as normal.

This ensures your accounting records and invoices remain complete and accurate even if the quote or proposal shown to a client is summarised for clarity.

What are best practices for grouping and summarising in templates?

Use clear, descriptive subheading labels (e.g., “Hardware,” “Implementation,” “Monthly Services”), show group totals beside subheadings, and include an obvious expand/collapse control so recipients know more detail is available.

Keep groups logically consistent (don’t mix unrelated products), preview grouped views in your proposal software templates, and test exports to ensure totals, taxes and discounts appear correctly in your quote software and accounting integrations.