Hiding Columns in a Sales Quote Price Table

Sometimes you might want to hide certain columns in a price table so your customer cannot see the information when they view your sales quote.

Let's start by adding a price table to a sales quote.

When you create a sales quote and open it in the editor, you will be taken initially to the pricing section.

To add a new price table, click on the + Insert button, then select the option Add Price Table.

For this user guide topic, let's add a custom line item. It is worth noting that the "hide column" feature works for items added from your product catalogue as well.

To add a price line item, click on the + Add Price Row button to add an empty line item to the sales quote price table.

There is a range of columns that can be hidden from your customer's view. To see the possible options, click on the Settings button in the price table toolbar below.

To hide a column, click on the toggle switch on the left of the column title you wish to hide, as shown below. When a column is set to hide, the button will be red with "Hide" displayed.

When a column is set to be hidden from view in your sales quote, you will see in highlighted by diagonal grey lines, as shown below for the Quantity column.

In the example above, we chose to hide the Quantity column.

After following the instructions above using the Quantity column as an example column to hide, click the Save & Preview button to view your sales quote with the Quantity column hidden, as shown below.

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

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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.