Allowing Recipients to Choose Price Options in a Sales Quote


If you would like your recipients to choose among different options within the pricing table, you can set line items as optional.  

There are two types of optional price lines:

a) single choice
b) multiple choice 

Set Price Line Items Optional 

Add lines items to a price table (either product from the Product Catalogue or use the Add Price Row button to add free format line items, either will do).

Next, we need to group a set of price line items under a sub-heading.  Click on the first line item you would like included in your group of price line items.

Click on the Add Sub-heading button, as shown below.

Sales Quote and Sales Proposal Software - Allowing Recipients to Choose Price Options in a Sales Quote - illustration 1

While hovering on the sub-heading, you will notice a green tab appear on the left.  Click on the Green Tab.

Sales Quote and Sales Proposal Software - Allowing Recipients to Choose Price Options in a Sales Quote - illustration 2

A window will pop up showing the available settings.  Click on the switch on the left of the label Pricing Rows are Optional; the switch will turn green to indicate this feature is activated and the price line items are now optional.

Next, you need to choose if you would like the recipient to choose only one price line or more than one line item.

Sales Quote and Sales Proposal Software - Allowing Recipients to Choose Price Options in a Sales Quote - illustration 3

After you have switched on the Pricing Rows are Optional feature, you will see a toggle switch appear on the right; it will default to the setting Single Choice.  If you would like the recipient of the sales quote to choose only one price line item in the group, then leave the toggle switch on the Single Choice setting.

If you would like the recipient of the sales quote to choose more than one price line item, then click on the toggle switch to the setting Multiple Choice.

Sales Quote and Sales Proposal Software - Allowing Recipients to Choose Price Options in a Sales Quote - illustration 4

Click on the Save button to commit your changes and close the window.

You will now see a check box (or a radio button) next to your price line items grouped under the sub-heading.

Sales Quote and Sales Proposal Software - Allowing Recipients to Choose Price Options in a Sales Quote - illustration 5

If you would like to set one of the price line items as the default choice, click on the checkbox/radio button next to the line item that will be the default choice.  Otherwise, leave them all unselected.

Sales Quote and Sales Proposal Software - Allowing Recipients to Choose Price Options in a Sales Quote - illustration 6

Click on the Save and Preview button to see the price table with optional price line items.

Related User Guide Topics

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Grouping Price Line Items and Summarising (Hiding) up to a Subheading
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This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then group price line items to summarise up to a sub-heading.
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If the price of a product or service relies on a formula, this can be achieved in QuoteCloud by creating that formula in a spreadsheet content block

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