Sort Line Items in a Price Table
QuoteCloud allows you to sort line items within your price table to organise products or services in a logical order. This guide explains how to rearrange items for clarity and impact.
Steps to sort pricing line items
Open the pricing table
Click inside the pricing table to switch it into edit mode.Locate the drag indicator
Find the drag handle indicator next to the pricing line item you want to move.Click and hold the line item
Click and hold the drag indicator beside the line item to begin repositioning it within the pricing table.Drag the line item
While holding the mouse button, drag the pricing line item to the desired location in the table.Drop the line item into place
Release the mouse button to place the pricing line item into its new position.Use the contextual menu instead
Alternatively, right-click the pricing line item you want to move to open the contextual menu.Move the line item up or down
Select Move Row Up or Move Row Down to reposition the selected line item within the pricing table.Review the updated order
Confirm that all pricing line items now appear in the correct sequence within the pricing table.
FAQs
What does sorting line items in a price table mean?
Sorting line items changes the order products or services appear in your QuoteCloud price table so they follow a logical sequence — for example alphabetically, by category, by priority, or by price. A clear item order makes documents produced by your sales quoting software or sales proposal software easier to read and faster to review.
How do I sort line items manually?
Open the price table editor in QuoteCloud, then click and drag individual line items into the order you prefer. Drop each item where you want it to appear and save the document to keep the new sequence. Manual reordering is quick for small lists or when you want precise control over the presentation in your quote or proposal.
Can I use automatic sorting options?
Yes. QuoteCloud supports automatic sorting rules (depending on your account configuration). You can apply rules to order items alphabetically, numerically, by category, or by custom fields. Choose the desired sorting rule in the price table options to apply it across your quote software or proposal software documents.
Does sorting affect the calculations in the table?
No. Sorting only changes the visual display order of line items. All calculations — subtotals, discounts, taxes, and totals — remain accurate and unchanged regardless of how items are ordered in the price table.
Can I undo or revert sorting changes?
Yes. You can usually undo a recent reorder using the editor’s undo action or manually move items back into place. If you need to restore an earlier document state, use a previously saved version or the document/version history (if enabled) to recover the prior order.
Will sorting appear the same in exported PDFs and when I share a quote?
Yes — the display order you set in the price table is preserved when you export to PDF or share the quote. That means recipients see items in the same sequence you designed, keeping your proposal software output consistent and professional.
Do sorting rules apply across templates or only per document?
That depends on how your QuoteCloud instance is configured. Sorting rules can often be applied at the document or template level so they automatically affect new quotes created from that template. Check the price table or template settings in your account to confirm whether a rule applies globally or just to the current document.
What are best practices for sorting line items to improve clarity and conversion?
Group related items by category, put high-margin or priority services near the top, and consider an order that mirrors the buyer’s decision process (e.g., essential items first, optional upgrades later). For longer lists, use clear headings and consistent sorting (alphabetical or numeric) to help reviewers scan quickly. These practices help your quote software and proposal software produce documents that are easier to understand and more persuasive.