QuoteCloud makes it easy for you to format your pricing tables in a presentable and clear view. When your pricing table lists an extensive amount of products or items that need to be broken down into categories, you are able to list and sort these into Sub-Headings and Grouped Price Lines by following the steps below.
As more line items are added to a price table, it is useful to group lines items in to a logical set and place them under a sub-heading, this makes it easier for the recipient to comprehend the price information being presented. This user guide explains how the sales consultant can add section headings and sort items into a nice arrangement.
Click on thebutton located between every content block while working in the Sales Quote Editor and then select Price Table.
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 Section 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 below, the entire section heading and the price lines grouped with that section heading will move together.