Group Repeating Cost Line Items

When adding price line items that are a repeating cost, for example, a monthly fee, you might want to group these price lines in your price table so they sit together. By default, price line items will display in your sales quote in the order you add them or sort them, as shown in the example below.

You may prefer to group the repeating price line items to appear like the price table below.

Sales Quote and Sales Proposal Software - Group Repeating Cost Line Items - illustration 2

To group your repeating price line items, click on the Settings button for the price table you wish to update.

Sales Quote and Sales Proposal Software - Group Repeating Cost Line Items - illustration 3

The Price Table Settings modal will appear.

Click on the Settings tab.

Click on the toggle switch for Group Repeating Cost Line Items and set the switch to On.

Sales Quote and Sales Proposal Software - Group Repeating Cost Line Items - illustration 4

Click Save, now Save and Preview; you will find the repeating cost price line items in your sales quote will be grouped as shown previously.

Related User Guide Topics

Price Table Settings - Removing Tax from a Price Table

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This user guide explains how a Sales Consultant can choose to Remove the tax that is automatically applied to a price item in a sales quote price table.

Price Table Settings - Hide Discount Percentage Saving & Original Price In A Price Table

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This user guide explains how a Sales Consultant can choose whether to Hide or Show a price discount on a price item in a sales quote price table.

Group Repeating Cost Line Items

13 Mar 2021

When adding price line items that are a repeating cost, for example a monthly fee, you might want to group these price line in your price table so they sit together

Show/Hide Price Table Totals

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When you create a price table in a sales quote, you are able to hide unwanted columns and price table totals, along with a number of other settings available for sales quote price tables.