Merge two Price Tables Together
Learn how to merge two separate price tables into a single table in the QuoteCloud editor. This guide walks you through selecting a pricing table, dragging it onto another, and combining their content to create a unified table for easier editing and a cleaner layout.
Steps to merge price tables
Review the pricing tables
In this tutorial, you’ll learn how to merge multiple pricing table blocks. You can combine tables by dragging one pricing table into another.Select the pricing table to merge
Click the pricing table you want to merge into another table.Grab the drag handle
When you hover over the pricing table, a drag handle will appear. Grab the drag handle of the pricing table.Drop it onto another pricing table
Drag the selected pricing table onto the other pricing table. Once you drop it, the two pricing tables will automatically merge into one.Confirm the merged table
The merged table will appear exactly where you drop it. You can now review, reorganize, or continue editing your combined pricing table.
FAQs
What does "merging pricing tables" mean in the QuoteCloud Document Editor?
Merging pricing tables in QuoteCloud means combining two or more interactive pricing tables into a single organized table so related line items, pricing columns, and client selection options appear together. A merged table creates a cleaner layout and makes it easier to edit, compare prices, and present grouped options to clients within your sales quoting software or sales proposal software workflows.
How do I merge one pricing table into another in QuoteCloud?
Open the document in the QuoteCloud Document Editor, use the selection outline to choose the pricing table you want to move, then drag it using the editor’s drag handles into the target table area. You can place the selected table inside or next to the other table to create a combined layout. After positioning, review and adjust columns, row order, and headings so the merged table displays correctly.
Can I select and merge multiple pricing tables at once?
Yes. The editor allows you to select multiple pricing tables using the selection outline and then use the drag handles to position them into a single combined table. For best results, merge incrementally and check formatting and calculations after each merge so you can quickly correct layout or formula issues.
Does QuoteCloud support formulas and automatic calculations in pricing tables?
Yes. QuoteCloud pricing tables support formulas and automatic calculations in columns so you can automate numeric values such as totals, averages, discounts, and other computed fields. This reduces manual errors and speeds up quote and proposal creation when using QuoteCloud as your quote software or proposal software.
Will formulas or calculated values be preserved after merging tables?
Generally, formulas and calculated values will be preserved when tables are merged, but layout changes can alter cell references. After merging, always review and test totals, discounts, and other computed fields. If necessary, adjust formula references or reapply calculations — merging incrementally makes it easier to spot and fix issues quickly.
How should I handle column headings and row order after merging tables?
After merging, align and consolidate column headings, remove duplicate columns, and reorder rows so related items appear together. Use the editor’s table tools to rename headers, move columns, and apply consistent formatting. A well-structured merged table improves readability and simplifies edits in your sales quoting or proposal software workflows.
Will merged pricing tables work with QuoteCloud integrations like QuickBooks Online?
Yes — QuoteCloud integrates with QuickBooks Online, and merged pricing tables are part of the documents you generate. Keeping pricing and invoice line items organized in a single table makes it easier to create invoices and sync customer and transaction data accurately between QuoteCloud and your accounting tools.
What should I do if formatting or calculations break after a merge?
If formatting or calculations break, use Undo to revert the last action, then try merging more incrementally. Check formulas for broken references, reapply or update calculations as needed, and standardize column types and headings. If problems persist, contact QuoteCloud support with a copy of your document for assistance.