Styling Price Table Sub-headings


When adding price line items to a sales quote price table, you can group price line items under a sub-heading (as shown in the screenshot below).  This sub-heading feature is useful to create a logical grouping of price line items.

The Price Table Settings controller controls the styling of the sub-heading text.  To adjust the style of your sales quote price table sub-headings, follow the steps below:

 

To access the Price Tables Settings feature, click on the Configuration menu from the Sales Quote Dashboard, then select the option Price Table Settings, as shown below.

The Price Table Settings tool has two components; the left panel shows a mockup of the price table with some areas that you can click into to make changes, such as data labels, price table footer and the sale quote pricing section name; the right panel contains style settings that can be updated by clicking on one of the section headings.

To adjust the settings for the Sub-Headings, click on the heading SUB-HEADING STYLE.

Next, you will see the settings appear (as shown below). 

The Style setting assigns the font style to the sub-heading; the values can be Normal or Italics.

The Weight setting assigns the font-weight; the values can be Bold, Normal or Light.

The Size setting allows you to select the size of the sub-heading text displayed.  The Sub-Heading Font Size is measured in pixels.  Type a value in the input field; a typical size is somewhere about 14; however, this size setting is very much about your personal preference.

After you have made your changes, click on the Save button (top right of the page)

After you click the Save button, you will see the confirmation message as shown below.  Please note that your saved price table setting changes do not affect existing sales quotes until the sales quote is edited (or revised if sent already) and is saved again.

Related User Guide Topics

Changing the Price Table Footnote
27 Jun 2020
QuoteCloud can automatically add a footnote below price tables in all sales quotes. This content block cannot be removed by a sales consultant. This topic shows how to edit this footnote text.
Adding an 'Additional Fee' to Price Line Items
2 Mar 2020
QuoteCloud has a special feature to add an "additional fee" to price line items, an example where this is useful could be where a product or service is sold, but there is a set-up or administration charge when purchasing that item.
Styling Price Table Subheadings
29 Jun 2019
Set the styling of sales quote price table sub-headings, using the Price Tables Settings controller.
Styling the Price Table Totals Section
29 Jun 2019
Each price table you create in your sales quotes will have a total section (unless you switch them off). The styling of the totals section is controlled by the Price Table Settings controller. 

Getting Started

QuoteCloud 2013-2021 Copyright all rights reserved