Remove Tax from a Price Table

If the Tax feature is enabled in Company Settings, QuoteCloud will apply a set percentage tax to each price line item in a sales quote price table.

Sales Quote and Sales Proposal Software - Remove Tax from a Price Line Item - illustration 1

This user guide explains how a Sales Consultant can remove the tax automatically applied to each price line item in a sales quote price table.

To begin, edit or create a new sales quote.

In the sales quote editor, click on the + Insert button and select Add Pricing Table, as shown below.

Sales Quote and Sales Proposal Software - Remove Tax from a Price Line Item - illustration 2

Add a few price lines, as shown below (either using the Add Price Row button or add items from the Product Catalogue).

Sales Quote and Sales Proposal Software - Remove Tax from a Price Line Item - illustration 3

Click on the Settings button for the price table, as shown below.

Sales Quote and Sales Proposal Software - Remove Tax from a Price Line Item - illustration 4

Click on the Settings tab, as shown below.

Sales Quote and Sales Proposal Software - Remove Tax from a Price Line Item - illustration 5

Click on the toggle switch for Remove Tax to the Hide state, as shown below.

Sales Quote and Sales Proposal Software - Remove Tax from a Price Line Item - illustration 6

Click Save.

The tax normally applied to each line item will be removed, i.e. no tax is applied to each line item in the sales quote price table.

Related User Guide Topics

Price Table Settings - Removing Tax from a Price Table

27 Mar 2021

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.

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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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