Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table


As more line items are added to a price table, it is almost certain that you will need to change the order of price line items.  This user guide explains how the sales consultant can rearrange the line items into a different order.

Edit or create a sales quote, and insert a price table, as shown below.

Sales Quote and Sales Proposal Software - Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table - illustration 1

Add many price line items to the price table either using the Add Price Row button or adding items from your Product Catalogue (we have added 10 line items).

Sales Quote and Sales Proposal Software - Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table - illustration 2

Add a section subheading to the price table.  Click on the product line item in your sales quote price table, then click on the Add Sub-Heading button. 

Repeat this process twice, so your sales quote has two sections, as we have done in our example below.

Sales Quote and Sales Proposal Software - Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table - illustration 3

It is now possible to drag and drop the entire Section to move all the price line items under a sub-heading in one easy operation.

To change the order of Sections, click (and drag) on the move icon, as shown below.

Sales Quote and Sales Proposal Software - Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table - illustration 4
Sales Quote and Sales Proposal Software - Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table - illustration 5

As shown above, the entire section heading and the price lines grouped with that section heading will move together.

Related User Guide Topics

Sorting Line Items in a Price Table
14 Mar 2021
This user's guide explains how a sales consultant can rearrange items in a different order.
Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table
14 Mar 2021
As your pricing table grows you can group line items with Section Headings. But you may need to change the order of these sections.
Change the Order of Columns in a Price Table
12 Mar 2021
It is possible to change the order of the columns that appear in a sales quote price table, this user guide explains how this is done.
Set the Column Alignment in a Price Table
12 Mar 2021
It is possible to change the alignment of a column in a sales quote price table (i.e. left, right or center aligned), this user guide explains how this is done.

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved