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.
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).
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.
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.
As shown above, the entire section heading and the price lines grouped with that section heading will move together.
For your industry
Sales Quotes for Telco
Sales Quotes for Trade Services
Sales Quotes for Travel
Sales Quotes for Marketing Services
Sales Quotes for Accounting
Sales Quotes for Construction Companies
Sales Quotes for Web Developers
Sales Quotes for Education Services
Sales Quotes for Events
Sales Quotes for Recruitment & Staffing
Sales Quotes for Architects & Engineers
Sales Quotes for Real Estate
Sales Quotes for IT Services
See all industries >>