Setting a Repeating Charge in a Sales Quote Price Table


Certain types of sales quotes need to have a repeating cost as a line item, for example, a monthly charge over a set number of months.  QuoteCloud has the ability to set up these "Repeating Charges".

Let's start by creating a new quote and adding a price table.

When you create a sales quote and open it in the 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.

Add a price line item, click on the + Add Price Row button; this will add an empty price line item to the sales quote price table.

If you would like to set a line item in your sales quote price table to be a repeating cost, follow these steps:

First, you must set the line item as a repeating charge; this is done by un-ticking the check box in the One-Off column.  By unticking this check box for your line item, you tell QuoteCloud to make this a repeating cost.

The next step is to set the frequency of the repeating cost.  By default, QuoteCloud will set the frequency to Monthly. To alter this frequency, click on the drop-down under the column title Term.

Select the frequency of the repeating charge from the available options, days, weeks, months, quarters, years.

Now you have set the frequency; you need to set the number of occurrences; for example, if you are going to set 12 monthly charges, you need to type the number 12 in the Term column (as shown below).

Now you need to set the price for your repeating cost.  In the price column, type your price; for example, if you will charge $100 per month, you type 100 in the price column, as shown above.

Click the Save & Preview button to view your sales quote with a repeating charge set.

Related User Guide Topics

Price Table Settings - Hide Qty 0 (Zero) Price Line items
27 Mar 2021
There are use cases where a price table is created as part of a sales quote template and preloaded with price line items, when the sales quote template is used to create a sales quote, the sales consultant simply removes unwanted price line items and adjusts the quantity to order for the sales quote recipient requirements. 
Grouping Price Line Items and Summarising (Hiding) up to a Subheading
13 Mar 2021
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.
Adding a Subtotal to a Price Table
13 Mar 2021
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.
Getting Values from a Spreadsheet to use as a Price in a Price Table
12 Mar 2021
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.

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