Introduction to Price Table Settings

The presentation of your product/services pricing is the most important part of your sales quote.  There are many different ways that the look of the price table can be adjusted.  The Price Tables Settings function performs the main tool for varying the look and feel of your pricing section.

To access the default price tables settings feature, from the Sales Quote Dashboard click on the Configuration menu, select the option Settings, then select the option Default Price Table Settings, as shown below.

Sales Quote and Sales Proposal Software - Price Table Settings - 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.

The components that can be updated are:

  1. Setting your Column Labels 
  2. Column Icons (add, change or remove icons)
  3. Labels for the Totals Section
  4. Adding Custom Data Items as columns or rows in a line item
  5. Reordering the columns in your sales quote price tables
  6. Setting the Alignment of data in a column
  7. Setting the style of borderlines in the sales quote price tables
  8. Setting the font style of Notes when added to sales quote price line items
  9. Formatting of column icons
  10. Setting the style of Sub-Headings in your sales quote price table
  11. Setting the style of the Totals section
Sales Quote and Sales Proposal Software - Price Table Settings - illustration 2

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. 

Getting Started

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