Change a price on site and watch the total roll

Pricing tables have their own touch editor: every item by group, a page per item with steppers for quantity, and the table's total always in view.

Tap a pricing table in QuoteCloud's touch editor and its total shows in the sheet with Add item. The Content tab lists every item by group; tap one to change its name, description, quantity, price, discount, tax or term, make it optional, or add photos. Totals recalculate as you type.

Last reviewed by the QuoteCloud team

Illustration with sample data: Ridgeline Trade Services' split-system quote on a phone. Tapping the pricing table shows its total, $3,201.00, and Add item. The Content tab lists the items by group. Tapping Extra pipe run opens the item with Quantity 4 and a minus and plus stepper, Price $65.00 and Item total $260.00. Two taps on plus make it 6, the item total becomes $390.00 and the table total rolls to $3,344.00. The plus and minus buttons work in this illustration.

Illustration · sample data

What can you change in a line item?

Tap an item in the Content tab and its own page slides in.

  • Details

    Name, a plain-text description, SKU and your custom text columns.

  • Pricing

    Quantity and term with − and + steppers, price, discount, tax, and your own number, currency and percentage columns. The item total updates as you type.

  • Options

    Optional (the client chooses whether to include it) and Selected (included in the total).

  • Images

    Up to five photos per item, from the camera or your library, in the order you choose.

  • Arrange

    Move up, move down, duplicate or delete; or touch and hold an item in the list and drag it.

  • Groups

    Rename a group, make it an optional group the client chooses from, or add items to it.

Products from your library, discounts the way you show them

Add product searches your product library by name and category; the item arrives with its price and images, and the total rolls. For a discount, open Adjust line item: a percentage or a fixed amount, off the whole line or per unit, and how the customer sees it: a strikethrough, a discount column or a reduced price.

Markup and margin work from a cost per unit, and only you see the cost, profit and margin.

Product library: Essentials plan and up. Line adjustments where your plan includes them.

Sample business from our trade services pages. Figures are fictional.

Illustration with sample data: adding a product from the product library to Ridgeline Trade Services' switchboard quote on a phone. Add product opens a searchable list by category; tapping Surge protection device adds it to the table with a toast, and the total rolls. Tapping the new line and Adjust line item opens Discount, Markup and Margin tabs; a 10% discount on the whole line shows to the customer as a strikethrough, with a preview of what the customer will see.

Illustration · sample data

Quote it while you're still on site

Start a free 14-day trial and change a pricing table from your phone.

What about the table as a whole?

The Style tab for the table, and what stays on a larger screen.

  • On your phone

    Show or hide column headings, line items and totals; total rounding (none, nearest 10 cents, whole dollar); hide items with a zero quantity; show the original price. A table holds up to 100 rows.

  • On a tablet or computer

    Pricing plans and bundles, fixed totals, spreadsheet-linked cells, writing pricing rules, and column, totals-layout and colour choices. The phone shows how many pricing rules a table has.

Questions about pricing tables on mobile

Can I change quantities and prices on my phone?

Yes. Tap the pricing table, then the item. Quantity and term have − and + steppers, and price, discount and tax are number fields. The item total and the table total update as you type.

Can I add products from my product library on a phone?

Yes. In a pricing table, Add product opens your product library with search and categories. Tap a product to add it with its price and images. The product library is on the Essentials plan and up.

Can I make an item optional from my phone?

Yes. On the item's page, turn on Optional and the client chooses whether to include it. A whole group can be optional too, so the client chooses from it.

Can I add a discount on mobile?

Yes, where your plan includes line adjustments. Adjust line item sets a discount, markup or margin, and how the customer sees a discount: a strikethrough, a discount column or a reduced price.

What pricing features need a larger screen?

Pricing plans, bundles, fixed totals, spreadsheet-linked cells and writing pricing rules. You can still see a table's rules on your phone, and everything else in the table is editable there.

More QuoteCloud Mobile questions

Send the right price the first time

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