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 total section. Price Tables can be styled at a default company level, template level, and per sales quote. To adjust the default style (company level) of your sales quote price table totals section, 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 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 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.
The Content Spacing setting allows you to customise the padding for the sub-heading row.
The Background Style setting by default is set to transparent. To change this, select Single Color from the dropdown option. You will see a colour picker box appear. Click on this to select your preferred background colour.
Like the Background Style, the Text Color Style setting permits you to choose the text colour for your sub-headings by following the same process.
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)
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.
Changing Price Table Totals Style in a Sales Quote and Template
If you have the need to adjust the style for price table totals in specific sales quotes, but not at a company-wide level, the process below can be followed in both the template setup and individual sales quotes within the Sales Quote Editor per each price line.
When hovering next to the totals section, a paintbrush icon will appear on the right-hand side, as shown below.
You are able to change the style settings of the price table Total Labels, Total Values, Overall Total Labels, and Overall Total Values. Style items you're able to customise in this area are:
- Background Colour
- Font, Text Colour & Size
- Border Colour, Spacing & Alignment