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Changing Price Table Data Labels

Changing Price Table Data Labels in a Sales Quote and Template

Changing your price table column, totals & custom product data labels (if any are set up and used) may be required to localise your terminology or use a different spoken language in your sales quotes. Price Tables can be customised at a template level and per sales quote.

If you have the need to adjust the data labels for price tables 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.

To bring up the price table setting options, select ... More in the right-hand panel, and click on Pricing Style Settings.

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As shown below, on this screen you are able to edit the labels for the price table columns by clicking on the pen icon for the relevant column heading you wish to change.

To change the data labels for the totals, click on the Totals tab and double-click and edit the label.

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You are also able to simply double-click on the data label you wish to change in the sales quote directly, it will then be highlighted in blue and you will be able to type in your preferred text. Once done, click anywhere on your screen to exit edit mode for that label.

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You are also able to change the style settings of the price table headings here by clicking on the paintbrush icon that appears when hovering over the heading section. 

Style items you're able to customise in this area are:

  • Background Colour
  • Font, Text Colour & Size
  • Border Colour & Spacing
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Related User Guide Topics

Show/Hide Price Table Totals
Show/Hide Price Table Totals
13 Mar 2022
When you create a price table in a sales quote, you are able to hide unwanted columns and price table totals, along with a number of other settings available for sales quote price tables.
Change the Currency of a Sales Quote
Change the Currency of a Sales Quote
13 Mar 2022
QuoteCloud is a multi-currency solution, you can set the currency of your sales quote, using an easy drop down currency selector (as shown below).
Switch Off the Price Table Repeat Costs Feature
Switch Off the Price Table Repeat Costs Feature
13 Mar 2022
Many companies never use repeating charges.  So that your sales consultants are not presented with the features for repeating charges, it is possible to switch them off
Styling The Price Table Layout And Colours
Styling The Price Table Layout And Colours
13 Mar 2022
QuoteCloud gets the pre-formatted table style from the sales quote template selected when creating your document. When a Sales Consultant inserts a price table, this will be the table format unless the Sales Consultant overrides the preloaded settings from the template.
Changing your Price Table Column Labels
Changing your Price Table Column Labels
13 Mar 2022
Changing your price table column labels may be required to localise your terminology or use a different spoken language in your sales quotes
Introduction to Price Table Settings
Introduction to Price Table Settings
13 Mar 2022
The presentation of your product / services pricing is the most important part of your sales quote.  There are many different ways that the look of the price table can be adjusted.  The main tool for varying the look and feel of your pricing section is performed by the Price Tables Settings function.