undefined - Change the Order of Columns in a Price Table - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Change the Order of Columns in a Price Table

HomeUser GuideSales Quote EditorPrice Table (Basic Features)Change the Order of Columns in a Price Table

It is possible to change the order of the columns that appear in a sales quote price table; this user guide explains how this is done.

Create or Edit a sales quote, and add a Price Table; you will notice when viewing a price table in the Sales Quote Editor a toolbar above the price table as shown below.

Click on the Settings Cogs button.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Change the Order of Columns in a Price Table - illustration 4ea9aa1d-03cb-4091-ac25-417a6c404c0f

Click on the Columns tab as shown below.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Change the Order of Columns in a Price Table - illustration 8700b0f0-1220-4e52-aab8-c8ae2a149b65

Click on the move icon as shown below.  

Drag the column up and down into the desired position

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Change the Order of Columns in a Price Table - illustration 9b19a5e2-e443-4d49-8e50-dc9d4ad459a8

After setting the correct position of columns in a price table, click on the Save button.

You can set different column sorting in each price table in a sales quote if you have more than one price table in a sales quote.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Change the Order of Columns in a Price Table - illustration 9644d9c9-c68b-4b96-bba0-baffe993d2f5

You will see the column change reflected when you Preview your sales quote.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Change the Order of Columns in a Price Table - illustration d0458c87-4bc7-4bca-b07c-ee2b7fb3154d

Related User Guide Topics

Adding Notes (Additional Formatted Content) to a Price Line Item
Adding Notes (Additional Formatted Content) to a Price Line Item
12 Mar 2022
A major benefit of using a sales quote automation tool, is providing your sales team with up-to-date and accurate product information and pricing that is simple use.
Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table
Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table
12 Mar 2022
As more line items are added to a price table it is almst 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.
Change the Order of Columns in a Price Table
Change the Order of Columns in a Price Table
12 Mar 2022
Sorting Line Items in a Price Table
Sorting Line Items in a Price Table
12 Mar 2022
As more line items are added to a price table it is almst 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.
Add a Line Item to a Sales Quote Price Table
Add a Line Item to a Sales Quote Price Table
12 Mar 2022
A major benefit of using a sales quote automation tool, is providing your sales team with up-to-date and accurate product information and pricing that is simple use.
Rows and Column in the Sales Quote Editor
Rows and Column in the Sales Quote Editor
13 Mar 2022
The Sales Quote Editor provides the option to split a row into multiple columns, this feature makes it easy to format content side by side.