Adding Notes (Additional Formatted Content) to a Price Line Item


Sometimes it is important to add extra information to a price line item; this may be simple notes about a sales consultant's conversation with a customer or more complex technical specification data about the product being sold.

This user guide topic explains how to add additional notes to a price line displayed underneath the description.

 

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 - Adding Notes (Additional Formatted Content) to a Price Line Item - illustration 1

You have created a Pricing Table in your sales quote, add a price line item, click on the + Add Price Row button, click on the Products icon (top of the right vertical navigation bar), and add a product.

Sales Quote and Sales Proposal Software - Adding Notes (Additional Formatted Content) to a Price Line Item - illustration 2

Now you have a price line in your price table, you will notice a green Add Notes icon on the right of the price line item description, as shown below.

Sales Quote and Sales Proposal Software - Adding Notes (Additional Formatted Content) to a Price Line Item - illustration 3

You will now see the notes area appear below the price line item, as shown below.

Sales Quote and Sales Proposal Software - Adding Notes (Additional Formatted Content) to a Price Line Item - illustration 4

Add text and use the formatting tools to style the information normally available for a text block.

Sales Quote and Sales Proposal Software - Adding Notes (Additional Formatted Content) to a Price Line Item - illustration 5

Click SAVE & PREVIEW to view the price table with added notes.

Sales Quote and Sales Proposal Software - Adding Notes (Additional Formatted Content) to a Price Line Item - illustration 6

Related User Guide Topics

Price Table Settings - Hide Qty 0 (Zero) Price Line items
27 Mar 2021
QuoteCloud pricing tables are industry leading with discount, margins, options and more all you have left to worry about is your next meeting.
Price Table Settings - Removing Tax from a Price Table
27 Mar 2021
This user guide explains how a Sales Consultant can choose to Remove the tax that is automatically applied to a price item in a sales quote price table.
Price Table Settings - Hide Discount Percentage Saving & Original Price In A Price Table
27 Mar 2021
This user guide explains how a Sales Consultant can choose whether to Hide or Show a price discount on a price item in a sales quote price table.
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.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved