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)

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.

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.

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.

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

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

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.

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).

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.

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

Related User Guide Topics

Price Table Settings - Hide Qty 0 (Zero) Price Line items

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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 (which can be hidden or seen by the sales quote recipient). A price table line item can then get its price from a cell in that spreadsheet.