Adding Sections in a Price Table

A price table can be split into logical sections with a sub-heading. The grouped price lines under a sub-heading can also have special settings associated with them, such as:

a) configure the price lines as optional line items for your customer to choose which one they wish to purchase (single choice or multiple choice)
b) allow a customer to adjust the quantity to order for price lines items within a sub-heading (group)
c) summarise price lines to the sub-heading, this means the price lines will be hidden from the customer, but the total value of the price lines will show against the sub-heading instead.

To add the price table section (sub-heading), follow the instructions below.

Add a price table to your sales quote and add some price line items (either adding products from the product catalogue or using the Add Price Row button).

Sales Quote and Sales Proposal Software - Adding Sections in a Price Table - illustration 1

Click on the price line item in the sales quote price table where you would like to insert the sub-heading. Note a subheading is always inserted above the active price line item. For example, if we were to insert a sub-heading above the line item "Price Item 2" shown in the screenshot above, we must click on that line item (any data field in that row).

Then click on the Add Sub-Heading button.

Sales Quote and Sales Proposal Software - Adding Sections in a Price Table - illustration 2

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.