Reordering Sections (Headings) in a Price Table
QuoteCloud 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.
Steps to reorder pricing sections
Review the current section order
Open your pricing table and identify the section headings or grouped line items that need to be rearranged.Select the section heading
Locate the section heading you want to move within the pricing table.Open the contextual menu
Right-click directly on the section heading to open the section options menu.Move the section down
Select Section Down from the menu to move the selected section lower in the pricing table.Move the section repeatedly if needed
Continue using the Section Down option until the section reaches the desired position.Review the updated section order
Confirm that all pricing sections and grouped line items now appear in the correct sequence.Verify grouped pricing rows
Ensure that all pricing rows associated with the section heading move together and remain grouped correctly.
FAQs
What does sorting sections and sub-headings mean in a price table?
Sorting sections and sub-headings means rearranging the order of sections, sub-headings, or groups of price line items within your price table so related items appear together and in the preferred sequence. In QuoteCloud this improves the visual flow of your quotes and proposals, making your sales quoting software and sales proposal software outputs easier for clients to read.
How do I sort grouped price lines in a price table?
Open the price table editor in QuoteCloud and use the editor’s drag-and-drop controls to move a section, sub-heading, or grouped set of line items into a new position. When you move a grouped set, the entire group moves as a single unit while preserving its internal order and structure.
Can I reorder both individual line items and grouped sections?
Yes. Individual line items can be reordered independently and items that are grouped under a sub-heading will move together as a block to keep the grouping intact. This lets you fine-tune the order of single lines or rearrange whole groups for clearer quote software and proposal software documents.
Why would I want to reorder sections or groups in my price table?
Reordering improves clarity and flow in your quotes and proposals. Common reasons include placing high-value items first, separating services from products, grouping related tasks together, or arranging items to match client expectations—helping your quote software present a more persuasive, easier-to-review document.
Does reordering sections affect totals, taxes, or discounts?
No. Reordering only changes the visual display order. All underlying totals, taxes, discounts, and calculations remain accurate regardless of how sections or items are arranged in the price table.
Will moving a grouped section change the items inside the group?
No. When you move a grouped section it moves as a unit and preserves the internal order and structure of the items inside the group. You can still edit or reorder individual items within that group if you need to adjust the internal sequence.
Is the price table drag-and-drop editor part of QuoteCloud’s proposal tools?
Yes. The price table editor in QuoteCloud is integrated with the platform’s proposal and quote builder, allowing you to organise sections and headings visually. Using these tools makes your proposals and quotes produced by the sales proposal software and sales quoting software more readable and professional.
How does reordering improve client experience and sales outcomes?
Clear, well-ordered price tables help clients quickly understand scope and value, reducing confusion and shortening decision time. By using QuoteCloud to group related items and present high-priority offerings up front, your proposal software and quote software outputs become more persuasive and easier for clients to review and accept.