Change/Remove the Price Table Footnote appended in all Sales Quotes


QuoteCloud automatically appends a footnote to all price tables (or the last price table in a sales quote).  A Sales Consultant cannot remove this special content block when creating sales quotes and allows the Administrator of QuoteCloud to enforce this text in all sales quotes that contain a pricing section.  It is useful for terms and conditions or essential information that must always be present below a price table. This user guide topic will cover how to edit (or remove) this footnote content. 

 

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


 

Scroll down the page to view the Price Table Footnote content.

Edit (or remove the existing footnote content) and click on the Save button.

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. 

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved