Add Thumbnail Image To Adhoc Price Line Items

You may like to add an image for a price line item, as shown in the example sales quote below.

Sales Quote and Sales Proposal Software - Add a thumbnail image to an adhoc price line item in a sales quote price table - illustration 1

The steps to add an image are as follows, click the Action drop-down menu on the right of the price line item you wish to attach an image, as shown below. Then click on the menu option Add Image.

Sales Quote and Sales Proposal Software - Add a thumbnail image to an adhoc price line item in a sales quote price table - illustration 2

You will be prompted to select an image file from your computer or local drives. Choose the correct image file (formats can be JPEG, GIF, PNG, WEBP).

This image you have selected will now appear on the left of the price row you chose to add the image. As shown in the example below for the "iPhone X" price line item.

Sales Quote and Sales Proposal Software - Add a thumbnail image to an adhoc price line item in a sales quote price table - illustration 3

NOTE: You can also perform the above process on a price line item added to a sales quote price table from the Product Catalogue.

If a product you add to your sales quotes price table already has an image assigned to it in your product catalogue, that product image will be overridden by the image you attach using the process described above.

This can be useful if the sales consultant wants to override the product catalogue image with an alternative that better suits the sales quote they are preparing.

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.