Group Repeating Cost Price Lines

When using a spreadsheet to calculate a price of a product or service, it might also be useful to set the price line description from the spreadsheet also. 

This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then group price line items to summarise up to a sub-heading.

This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then summarise these price lines up to a subheading, hiding the price line items and showing the total of the grouped price line items at the sub-heading level.

There are use cases where a price table is created as part of a sales quote template and preloaded with price line items, when the sales quote template is used to create a sales quote, the sales consultant simply removes unwanted price line items and adjusts the quantity to order for the sales quote recipient requirements. 

If the price of a product or service relies on a formula, this can be achieved in QuoteCloud by creating that formula in a spreadsheet content block (which can be hidden or seen by the sales quote recipient).  A price table line item can then get its price from a cell in that spreadsheet.

If you would like your recipients to be able to choose among different options within the pricing table, you can set line items as optional.