Formatting Column Headings
Learn how to format column headings for clarity and consistency. This step-by-step guide covers how to apply styles to your column headers—making your data easier to read and manage.
Steps to customise column headings
Open the header menu
Right-click on the pricing table column heading to open the contextual menu.Access styling options
Use the header styling icon or open Pricing Table Settings from the contextual menu.Open pricing header settings
In the settings panel, select Pricing Table Header to view the available styling options.Adjust header style
Change settings such as background, font size, font family, font weight, line height, color, text style, capitalization, spacing, and borders.Choose a background color
Select Background , then choose the color you want to apply to the pricing header.Review the result
Check the pricing table to confirm the column headings match your preferred formatting.
FAQs
What does formatting column headings in a price table involve?
Formatting column headings means customizing the labels at the top of each column so they clearly describe the data beneath them. This can include renaming headings, changing font family, size, weight (bold/regular), color, alignment, and visibility to match your brand and improve readability. Clear, consistent headings make price tables easier to scan in sales quoting software and other quote software tools.
How can I edit a column heading?
Open the price table editor in your proposal or quote software, click directly on the heading text you want to change, type the new label (for example, change “Description” to “Item Name”), then save or apply the change. Editing headings is quick and lets you tailor tables to specific clients, industries, or document templates used by your sales proposal software.
Can I adjust the style of column headings?
Yes. Most sales proposal and quote software lets you change font family, size, weight (bold/regular), color, and alignment of column headings so they remain consistent with your document style. These styling options help make headings visually distinct and easier to scan for clients reviewing a proposal or quote.
Why would I want to customize column headings?
Custom headings use terminology familiar to your audience, reduce confusion, and speed client decision-making. They help ensure quotes and proposals look professional and on-brand, which can improve clarity when customers compare items, prices, or quantities. Small heading tweaks in sales quoting software or proposal software can increase trust and conversion rates.
Can column headings be hidden or simplified?
Yes. If a heading isn't needed or clutters the view, many tools let you hide it, shorten it, or replace it with an icon or tooltip. Simplifying headings is useful for compact mobile views or client-facing PDFs created from quote software. When hiding a heading, ensure the remaining labels still make the table understandable.
Are there best practices for writing effective column headings?
Yes. Keep labels short and descriptive, use consistent capitalization, prefer familiar industry terms, and align numeric columns to the right for easy comparison. Include units or currency in the heading if values might be ambiguous. Consistency across tables and documents—especially when using sales quoting software—helps clients scan information quickly.
Can I apply a heading style across multiple price tables or templates?
Many platforms support templates, global styles, or table presets so you can apply the same heading format across multiple documents. Use a branded template in your proposal software or save a preset style in your quote software to keep headings consistent across quotes, proposals, and exported PDFs.
Will customizing column headings affect integrations or data mapped to accounting tools?
Changing the visual label of a column typically only affects presentation and does not alter the underlying data fields used for integrations. However, confirm mapping settings if you sync line items to accounting or ERP systems (for example, when integrating with QuickBooks). When in doubt, test a sample quote to ensure the integration still maps fields correctly.