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Allowing Recipients to Choose Price Options in a Sales Quote


If you would like your recipients to be able 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 products 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.

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

A window will popup 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.

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.

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.

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

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

Related User Guide Topics

Price Table Settings - Hide Qty 0 (Zero) Price Line items
27 Mar 2021
There are use cases where a price table is created as part of a sales quote template and preloaded with price line items, when the sales quote template is used to create a sales quote, the sales consultant simply removes unwanted price line items and adjusts the quantity to order for the sales quote recipient requirements. 
Grouping Price Line Items and Summarising (Hiding) up to a Subheading
13 Mar 2021
This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then summarise these price lines up to a subheading, hiding the price line items and showing the total of the grouped price line items at the sub-heading level.
Adding a Subtotal to a Price Table
13 Mar 2021
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.
Getting Values from a Spreadsheet to use as a Price in a Price Table
12 Mar 2021
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 (which can be hidden or seen by the sales quote recipient).  A price table line item can then get its price from a cell in that spreadsheet.

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