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Saving Price Table Settings &

QuoteCloud is designed to automate as much layout & presentation of sales quotes as possible. When you first start with QuoteCloud, your default setup may need some slight adjustment for it to fit your organisation style perfectly. 

When using price tables in the Sales Quote Editor, the presentation of the table when displayed in a sales quote is carefully controlled by QuoteCloud. This formatting control helps for a couple of reasons:

  • To prevent a Sales Consultant from creating badly presented (ugly!) tables
  • To ensure that tables are converted to PDF format properly

QuoteCloud offers many styling options in the Sales Quote Editor.  When Sales Consultants insert a price table, the default settings and formatting are derived from the template used to create the document.  When you edit the settings for a price table you may want to make this the default in that sales quote or sales quote template, this user guide topic shows how this is done.

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Once the customised styling has been completed, to save the new format as default, hover over the price table section and click the three vertical dots to the left of the table.

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To save the price table style and settings as default, click on the Save Style As Default button.

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Related User Guide Topics

Price Table Settings - Hide Discount Percentage Saving & Original Price In A Price Table
Price Table Settings - Hide Discount Percentage Saving & Original Price In A Price Table
12 Mar 2022
This user guide explains how a Sales Consultant can choose whether to Hide or Show a price discount on a price item in a sales quote price table.
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
How To Style The Sales Quote Price Table Column Headings
How To Style The Sales Quote Price Table Column Headings
13 Mar 2022
QuoteCloud offers a range of pre-formatted table layouts, and the default layout is selected in the Edit Styles controller. When a Sales Consultant inserts a price table, this will be the table format unless the Sales Consultant overrides the default in the Price Table Properties function of the Sales Quote Editor. The default settings can also be configured directly in the Sales Quote Editor.
How To Style The Sales Quote Price Line Items
How To Style The Sales Quote Price Line Items
13 Mar 2022
QuoteCloud offers a range of pre-formatted table layouts, and the default layout is selected in the Edit Styles controller. When a Sales Consultant inserts a price table, this will be the table format unless the Sales Consultant overrides the default in the Price Table Properties function of the Sales Quote Editor.