Making Price Lines Optional in a Sales Quote


Sometimes, it may be useful to let customers decide between different products or services before approving a sales quote.  This can be achieved by grouping price lines and setting them as optional (multiple-choice or single-choice). 

Follow the steps below to learn how to set price lines as optional in a price table.

 

Create or edit a sales quote, navigate to the Pricing tab, and insert a price table. (as shown below)

 

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 1

Now add a few price line items (either from the product catalogue or Adhoc line items using the Add Price Row button); in our example, we have created three empty price lines using the Add Price Row button, as shown below.

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 2

Now we need to group these price lines; this can be achieved by adding a sub-heading.  Click on the first price line row and then click on the Add-Sub-heading button. A sub-heading will be added above the price lines.

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 3

Hover on the sub-heading row in the price table, and you will see a green tab appear on the left of the sub-heading row, as shown below.

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 4

Click on the green tab, and a settings window will appear, as shown below.

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 5

You need to click on the toggle switch Price Rows are Optional to make the price lines optional, as shown below.

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 6

The next step is to decide if you would allow your customer to select multiple price lines or only one price line within this group of price options.  Click on the toggle switch to your preferred setting; in our example below, we have selected Multiple Choice, i.e. letting the customer choose more than one price line item in this price group.

Click on the Save button.

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 7

You will now see a check box (if you have chosen multiple-choice) or a radio button (if you have chosen a single choice).  In our example below, you can see our multiple-choice price options.  By default, these options remain unselected (not ticked).

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 8

The final step is to decide if you want to have none, one, some, or all of your price options selected (for multiple-choice price line options or a default selected price option for single choice price options)

Tick the price option(s) you want to be selected when your customer first reads your sales quote; in our example below, we have simply selected the first option.

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 9

Now Save and Preview your sales quote to view the resulting price table options.

Sales Quote and Sales Proposal Software - Making Price Lines Optional in a Sales Quote - illustration 10

Related User Guide Topics

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Grouping Price Line Items and Summarising (Hiding) up to a Subheading
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This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then summarise these price lines up to a subheading, hiding the price line items and showing the total of the grouped price line items at the sub-heading level.
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This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then group price line items to summarise up to a sub-heading.
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If the price of a product or service relies on a formula, this can be achieved in QuoteCloud by creating that formula in a spreadsheet content block

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