Set Font Transform Style for Pricing Table Line Items
QuoteCloud now lets you control the font transform style (e.g., uppercase, lowercase, or capitalized) for line items in your pricing tables. This gives you greater flexibility to match your document’s style guide or brand identity.In this guide, you’ll learn how to adjust the font transform settings so your pricing table line items display exactly the way you want.
Steps to customize font transform styles
Select the pricing table
Click on the pricing table inside your QuoteCloud document to begin editing.Open the contextual menu
Right-click on any pricing line item to open the contextual menu.Open styling settings
From the contextual menu, click Styling to access the appearance settings for pricing line items.Access Pricing Line Item Settings
The Pricing Line Item Settings panel will open on the right side of the screen.Locate the capitalization option
Under the Line Item Style section, locate the Capitalization setting.
FAQs
What does setting a font transform style mean?
Setting a font transform style changes how pricing table line item text is displayed without altering the underlying text. You can force the display to be UPPERCASE, lowercase, or Title Case (capitalize the first letter of each word) so the look matches your brand or document style guide.
This is a visual transformation only — the original text stays intact for copying, exports, and integrations with other systems such as accounting or CRM tools.
How do I apply a font transform style to pricing table line items?
Open the price table editor in QuoteCloud, select the line item text you want to change, then choose the font transform option from the formatting toolbar. Pick Uppercase, Lowercase, or Title Case and the display updates immediately for that line item.
These controls are designed to be quick and intuitive for users of sales quoting software and sales proposal software who need consistent, branded documents.
Can I apply a font transform to all line items at once?
Yes. Instead of changing each row individually, apply a font transform at the table level so every line item in that pricing table follows the same style. This ensures consistent formatting across the entire document and saves time.
Applying transforms at the table level is especially useful when using QuoteCloud as your quote software or proposal software and when saving templates for repeated use.
Which font transform options are available?
QuoteCloud supports the common transform options you need: Uppercase (ALL CAPS), Lowercase (all lower-case), and Title Case (capitalize the first letter of each word). These options cover most branding and readability requirements for pricing tables.
They were chosen to help proposal and quote creators produce polished documents that match brand tone and accessibility best practices.
Can I combine font transform with other formatting options?
Yes. Font transform works alongside other formatting settings such as font family, size, weight (bold), color, alignment and row styles. You can layer transforms with these options to achieve the exact look you want for your pricing tables.
Combining transforms with theme and template settings makes it easy to produce consistent proposals and quotes across your organisation.
Will changing font transform affect exported text, integrations, or copied content?
No. Transforming the display does not change the underlying stored text. When you copy, export, or sync data to integrations (for example, accounting or CRM systems), the original text values are preserved exactly as entered.
This ensures reliable data exchange while giving you full visual control inside the quote software or proposal software editor.
How do I set a default font transform for templates or brand styles?
Apply the desired font transform at the table level within the price table editor and then save the document as a template or apply it to your theme. That table-level setting becomes the default for any new documents or templates that use that pricing table style.
Using templates with preset transforms ensures brand consistency across all sales quoting and sales proposal documents produced in QuoteCloud.
Why should I use font transform styling in my pricing tables?
Font transform styling helps maintain consistent branding and improves readability in pricing tables, making quotes and proposals look more professional and easier for prospects to scan. It also speeds up document creation by removing the need to manually retype or reformat text.
For teams using QuoteCloud as their sales quoting software or proposal software, transform settings provide a simple, repeatable way to enforce style guidelines across all documents and templates.