Changing Price Table Data Labels.

Changing your price table column, totals & custom product data labels (if any are set up and used) may be required to localise your terminology or use a different spoken language in your sales quotes.

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

Sales Quote and Sales Proposal Software - Changing your Price Table Column Labels - illustration 1

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 to make changes, such as data labels, price table footer and the Section name; the right panel contains style settings that can be updated by clicking on one of the headings.

You will notice each label shown in the left panel has a dotted line around it. If you click on any label with a dotted line, you will find that you can change the text.

Click into the labels you would like to change, and type over the existing data item label.

You may need to scroll left and right in the price table mockup if your device screen size is too small to show the price table all at once.

After you have changed all the sales quote price table labels, click on the Save button (top right of the page)

Sales Quote and Sales Proposal Software - Changing your Price Table Column Labels - illustration 2

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.

Sales Quote and Sales Proposal Software - Changing your Price Table Column Labels - illustration 3

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.