Using Formulas or Calculations within Price Table Columns
This guide explains how to use formulas and calculations within price table columns in QuoteCloud, helping you automate numeric values like totals, averages, and discounts for accuracy and efficiency.
Steps to enable quantity and term editing
Open the line item menu
Right-click on a line item within your pricing table to open the contextual menu.Enable quantity editing
In the Row Options menu, click Enable Quantity Editing to allow recipients to modify quantity values directly in the pricing table.Enable term editing (optional)
If your line item includes a Term field, you can also allow recipients to edit the term value by enabling Enable Term Editing .Apply editing options to additional items
Repeat the process for any additional pricing table items where you want recipients to customise quantity or term values.Preview the recipient experience
Click outside the pricing table area to preview how recipients will see the editable quantity and term fields.Review editable input fields
Any pricing table item with visible input fields will allow recipients to edit the quantity or term directly within the proposal.
FAQs
What are formulas in QuoteCloud price table columns?
Formulas in QuoteCloud price table columns are column-level calculations you add to price tables to automate numeric values. They let you compute line totals, averages, discounts, markups and other derived fields so your quotes and proposals require less manual entry and remain accurate—ideal when using QuoteCloud as your sales quoting software or proposal software.
What types of calculations can I automate with formulas?
You can automate common numeric operations including line totals (Quantity × Unit Price), sums, averages, percentage discounts, markups and other derived fields that combine one or more column inputs. These automated calculations reduce manual errors and speed up quote and proposal creation in your sales proposal software or quote software workflow.
Can I use values from other columns (for example, quantity × unit price)?
Yes. QuoteCloud formulas can reference values from other columns to compute derived results. For example, multiply a Quantity column by a Unit Price column to produce a line total. Use the QuoteCloud formula editor to reference the columns you need when building expressions.
How do I create formulas in QuoteCloud?
Create column formulas using the QuoteCloud formula editor. In the editor, select the column where the result should appear, reference the input columns, build expressions using addition, subtraction, multiplication, division, averages and percent calculations, then save the formula to apply it across the price table.
Will calculated values appear in generated documents and templates?
Yes. Calculated columns in price tables are included in generated documents and templates, so totals, discounts and other derived values appear correctly in PDFs, proposals and other outputs produced by QuoteCloud.
How do percentage discounts and markups work in formulas?
QuoteCloud supports percent-based calculations, so you can build formulas like UnitPrice * (1 - DiscountPercent) for discounts or UnitPrice * (1 + MarkupPercent) for markups. Use the formula editor to reference the percentage column or enter a literal percentage expression and the result will populate the target column.
What are common troubleshooting tips if a formula isn't returning the expected result?
Check that the referenced columns contain numeric values, verify each column reference in the formula editor, watch for divide-by-zero errors, and ensure you saved the formula after editing. Testing the formula on a sample row and refreshing the price table can also help reveal issues quickly.
How do formulas improve my quoting and proposal process?
By automating calculations, formulas reduce manual entry and errors, speed up creation of quotes and proposals, and keep pricing consistent across documents. This makes QuoteCloud more effective as sales quoting software and sales proposal software—helping your team produce accurate, professional proposals faster.