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:

 

To access the Price Tables Settings feature, click on the Configuration menu from the Sales Quote Dashboard, then select the option Price Table Settings, as shown below.

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

Changing the Price Table Footnote
27 Jun 2020
QuoteCloud can automatically add a footnote below price tables in all sales quotes. This content block cannot be removed by a sales consultant. This topic shows how to edit this footnote text.
Adding an 'Additional Fee' to Price Line Items
2 Mar 2020
QuoteCloud has a special feature to add an "additional fee" to price line items, an example where this is useful could be where a product or service is sold, but there is a set-up or administration charge when purchasing that item.
Styling Price Table Subheadings
29 Jun 2019
Set the styling of sales quote price table sub-headings, using the Price Tables Settings controller.
Styling the Price Table Totals Section
29 Jun 2019
Each price table you create in your sales quotes will have a total section (unless you switch them off). The styling of the totals section is controlled by the Price Table Settings controller. 

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