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How To Change The Labels In The Price Table Totals Section

Changing your labels in the price table totals section may be required to localise your terminology or use a different spoken language in your sales quotes. Price Tables can be customised at a default company level, template level, and per sales quote.

If you have the need to adjust the totals 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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Click the Totals tab to display the totals section labels that can be edited.

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Simply double-click on the label you wish to change. It will be highlighted in blue with a red border to show the field can be edited, as shown below.

Ensure you click Save to save your data label settings.

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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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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
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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
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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.