Splitting (Breaking) a Price Table in Two at a Section Heading
Learn how to split a section from an existing pricing table and move it into a new pricing table. This helps you organise items more clearly and manage each section independently.
Steps to split a section into a new pricing table
Identify the section to split
Review your pricing table and locate the section heading you want to separate into its own pricing table.Right-click the section heading
Right-click the section heading you want to split from the existing pricing table.Open the section header options
When you right-click the section heading, the Section Header Options menu will appear in the contextual menu.Click “Split into New Table”
Select Split into New Table to move the chosen section into its own pricing table while leaving the remaining sections in the original table.Review the separated pricing table
The selected section will now appear in its own standalone pricing table while the remaining sections stay in the original table.Optional: Split into a new page
You can also choose Split into New Page , which moves the selected section into a newly created page with its own pricing table.Confirm the new page layout
A new page will automatically be created, and the selected section will become a standalone pricing table on that page.
FAQs
How do I split a section from a pricing table in QuoteCloud?
Right-click the section header you want to move and choose 'Split into New Table'. QuoteCloud creates a new pricing table containing that section and all its contents while the original table is updated to exclude the moved section.
Can I choose which section to split?
Yes. You can split any section inside a pricing table—just right-click the specific section header and select 'Split into New Table'. This makes it quick to reorganise quote sections when using sales quoting software or quote software.
Will the items and formatting inside the section stay the same after splitting?
Yes. All line items, descriptions, prices and styling within the selected section are preserved exactly as they were. Splitting only moves the section into a separate pricing table; it does not reformat or alter the content or layout.
Does splitting affect the total price calculation?
Yes, but only in that totals are now presented per table. The original table's total updates to reflect the remaining sections, and the new table shows a separate total for the moved section. Item-level prices, taxes and discounts remain attached to their items and are recalculated per table, so review totals after splitting.
Can I merge the section back into the original pricing table later?
Yes. You can undo the split immediately, or merge the new pricing table back into another table later using the Merge Pricing Tables function in the UI. This lets you recombine sections if you change your mind or need a consolidated quote or proposal.
Can I split multiple sections at once?
Splitting is performed per section via the section header. To move multiple sections into separate tables, repeat the 'Split into New Table' action for each section. If you need several sections combined afterward, use the Merge Pricing Tables function to recombine them.
Will splitting a table affect integrations (for example, QuickBooks Online) or exported documents?
Splitting changes how totals and sections are organised but does not remove item data. When you export or sync (for example to QuickBooks Online) each pricing table will behave as its own block—totals and line items remain intact and continue to sync. Always preview exported documents and verify any accounting sync after major table changes.
Is there a keyboard shortcut or undo option if I split the wrong section?
After splitting you can immediately use the application’s undo command to revert the action. If you prefer a later change, use Merge Pricing Tables to recombine the moved section. Check the app’s keyboard shortcuts or help menu for the specific undo key on your platform.
What are best practices for organising pricing tables in sales proposal software?
Use sections to group related services or products (e.g., 'Installation', 'Support', 'Hardware'), split complex tables at logical headings, and keep each pricing table focused on a single scope to make quotes easier to read and manage. Splitting tables improves clarity for clients and simplifies updates when using proposal software or sales proposal software—especially for items that require separate totals, taxes or approval flows.