When you create a sales quote and open it in the Sales Quote Editor, you will be taken initially to the "Pricing" section. The pricing section is a little special and helps you display all your pricing details in a nice tabular format. You can have one pricing table or several, depending on your needs.
To add a new price table, click on the + Insert button, then select the option Add Price Table.
You can add price line items in two ways;
1. click on the + Add Price Row button; this will add an empty price line item to the table for you to type the line item description, price, quantity, etc.
You can also reorder the pricing line items by dragging them to new positions, using the up/down arrow icon on the left of the price line row.
2. Add a product from your product catalogue the to price table. This is done but clicking on the Products button on the right side of the page in the content libraries column.
New products are added to the pricing table, the totals are automatically re-calculated, any appropriate tax added, and any discounts or markups dynamically applied.
Once added, you can make manual adjustments as needed; adjust the price, increase/decrease the quantity, switch the displaying of columns/rows on/off.
A couple of special configuration settings are:
- One-off: this column allows you to change a product from a fixed price item to an ongoing term based price. A fixed price or "one-off" price is when you purchase something outright, say, you're buying an office chair - this could be purchased outright at a one-off price of $100, for example. However, that said office chair could be leased or rented every month over a 12 month period. For this scenario, you would untick the "One-off" box and enter 12 in the term column.
- Term: The "Term" feature allows you to set up a repeating cost over a set contract term. You can select the frequency of the repeating cost using the Term drop-down; the available frequencies are: daily, weekly, monthly, quarterly and annually.
Add Sub-headings to Pricing Items
To split the pricing table up into logical groups, use the Add Sub-heading button at the top of the screen; this will allow you to organize your price line items under different headings.
Note: if you are using a device with small screen size, the price table will scroll left and right to view and use all the columns in the price table. QuoteCloud will format the price table differently in the sales quote when viewed by a customer (or previewed by you using the Save and Preview button. All content in QuoteCloud is formatted to A4 for size to suit conversion to a PDF file that your customers can easily print.
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