Changing or Removing Price Table Column Icons

Each column in your sales quotes price table(s) can optionally have an icon displayed above the column labels (as shown in the screenshot below). 

By default, there are no icons displayed above the column labels. However, if you would like to add an icon or change existing icons that have been previously assigned, then use the following steps:

From the Sales Quote Dashboard, click on the Configuration menu, select the option Settings, and choose Default Price Table Settings.

The Price Table Settings tool has two components; the left panel shows a mockup of the price table with some areas that you can click into to make changes, such as data labels, price table footer and the sale quote pricing section name; the right panel contains style settings that can be updated by clicking on one of the section headings.

To adjust the settings for the Icon Styles, click on the heading ICONS STYLE.

Next, you will see the settings appear (as shown below). 

The Font Size setting allows you to select the size of the icon displayed above the column headings.  The Icon Font Size is measured in pixels.  Type a value in the input field, and a typical size is somewhere about 24; however, this size setting is very much about your personal preference.

If you want to change (or add) the icons above the column heading labels, click on the dotted box above the column you want to set. (as shown below).  Select the icon you want to use by clicking on an icon in the available list of icons.

 

After you have made your changes, click on the Save button (top right of the page)

After you click the Save button, you will see the confirmation message as shown below.  Please note that your saved price table setting changes do not affect existing sales quotes until the sales quote is edited (or revised if sent already) and is saved again.

Related User Guide Topics