Add a Line Item to a Sales Quote Price Table


To add a line item to a sales quote price table, follow these easy steps:

Create a new sales quote, and ensure you have the pricing section open (the default section when opening a sales quote or creating a new one).

Click on the Insert... button, and select the option Add Pricing Table.

Sales Quote and Sales Proposal Software - Add a Line Item to a Sales Quote Price Table - illustration 1

Now you have created a Pricing Table in your sales quote. Click on the Add Price Row button.

Sales Quote and Sales Proposal Software - Add a Line Item to a Sales Quote Price Table - illustration 2

After clicking on the Add Price Row button, you will see an empty price row appear in your price table.

Sales Quote and Sales Proposal Software - Add a Line Item to a Sales Quote Price Table - illustration 3

Type a suitable line item description that explains the product or service you are selling.  

Sales Quote and Sales Proposal Software - Add a Line Item to a Sales Quote Price Table - illustration 4

Type the quantity for this line item and the selling price.

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If you want to make this line item a repeating price (e.g. a monthly charge over a set contract term), then untick the One-off check box.

Sales Quote and Sales Proposal Software - Add a Line Item to a Sales Quote Price Table - illustration 6

After you untick the One-Off checkbox, two extra columns will appear, Term and Total Recurring Price.  Enter the number of occurrences of the repeating charge, and set the occurrence period (i.e. daily, weekly, monthly, quarterly, or yearly)

Sales Quote and Sales Proposal Software - Add a Line Item to a Sales Quote Price Table - illustration 7

Repeat the above process until all the Adhoc price line items have been created in your price table.  

You can change the order of price line items by clicking on the (up/down arrow) icon on the far left of the price line item row.  Then drag and drop the line item to the position you require.

Sales Quote and Sales Proposal Software - Add a Line Item to a Sales Quote Price Table - illustration 8

Related User Guide Topics

Sorting Line Items in a Price Table
14 Mar 2021
This user's guide explains how a sales consultant can rearrange items in a different order.
Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table
14 Mar 2021
As your pricing table grows you can group line items with Section Headings. But you may need to change the order of these sections.
Change the Order of Columns in a Price Table
12 Mar 2021
It is possible to change the order of the columns that appear in a sales quote price table, this user guide explains how this is done.
Set the Column Alignment in a Price Table
12 Mar 2021
It is possible to change the alignment of a column in a sales quote price table (i.e. left, right or center aligned), this user guide explains how this is done.

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