Make pricing react to a recipient's choices

Pricing rules change a price table while your recipient reads the document. If they choose one package, an extra can become required. If they answer a form question, a whole section can disappear.

The Conditional Pricing add-on is included on the Business plan and above.

Add a rule

What a rule can watch

• A selected row: an optional row is selected, or not.

• A quantity: the quantity of a row is above, below or exactly a number.

• A term: the term of a row matches a value.

• A form answer: a dropdown, option or number field in the document matches a value.

What a rule can do

• Hide: the item is gone and leaves the totals.

• Show only when: the item stays hidden until the condition is met.

• Set required: the item is selected and locked, so your recipient can't remove it.

• Set unavailable: the item stays visible but is unselected and locked.

• Strike out: the item stays visible with a line through it and leaves the totals.

• Must choose: your recipient has to pick a row in this section before accepting.

A rule can change a single row, a whole section or a whole table.

A rule can also target a signature or initials block. It can hide or show the block, or make it required only when the condition is met. A signature that has already been captured stays on the document.

Make two options exclude each other

Set an item unavailable, then turn on Works both ways. Selecting either item makes the other unavailable, and the two show as one rule. This is the only rule that can depend on its own result.

When rules disagree

If more than one rule changes the same item, the strongest outcome wins: Hide, then Strike out, then Set unavailable, then Set required.

Rules never overwrite your recipient's own selection. If a rule stops applying, what they picked comes back.

Sending and accepting

Rules can't leave a document impossible to accept. Must choose stops blocking when nothing in the section can be selected. When your recipient accepts or signs, QuoteCloud runs the rules again and saves the result, so the accepted price stays the same even if you edit the rules later.

If the price depends on a form answer, a share link with no named recipient can be viewed but not accepted. You'll see a warning when you create the link. Add a recipient so their answers count.

On a phone

The phone editor lists the rules that use a row, section or table, but you add and edit rules in the desktop editor.

If your plan changes

Rules you've already saved keep running for recipients, so a quote you've sent doesn't change. To add or edit a pricing rule again, you need the add-on. You can still turn a rule off or delete it.