How to Style the Sales Quote Price Table Total Section

Each price table you create in a sales quote will have a Total Section (unless you switch them off).

The Price Table Settings controller controls the styling of the totals section. To adjust the style of your sales quote price table totals section, follow the steps below:

Sales Quote and Sales Proposal Software - How to Style the Sales Quote Price Table Total Section - illustration 1

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.

Sales Quote and Sales Proposal Software - How to Style the Sales Quote Price Table Total Section - illustration 2

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 Totals Section, click on the heading TOTAL SECTION.

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

Label Styles - these settings will adjust the labels displayed in the totals section

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

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.

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

Value Styles - these settings will adjust the values (totals) displayed in the totals section. The settings are the same types as explained for the Label Styles above.

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

Sales Quote and Sales Proposal Software - How to Style the Sales Quote Price Table Total Section - illustration 3

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.

Sales Quote and Sales Proposal Software - How to Style the Sales Quote Price Table Total Section - illustration 4

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.