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Always Show Price Table in "Edit Mode" and Line Item Notes | QuoteCloud Guide

This guide explains how to keep the price table visible in "Edit Mode" and show line item notes in QuoteCloud, helping users review, update, and manage pricing information efficiently.

Always Show Price Table in "Edit Mode" and Line Item Notes | QuoteCloud Guide — FAQ

What does "Always Show Price Table in Edit Mode" mean?

"Always Show Price Table in Edit Mode" keeps the document's pricing table in Edit Mode, so you can change, add or delete pricing, quantities, and totals without clicking on the price table to start editing.  This configuration is useful when document authors are using Tablets rather than Laptop/Desktops.

What are line item notes and why should I display them?

Line item notes are per-item annotations that describe scope, options, exclusions, or special pricing details. Showing them while editing helps clarify each charge, reduce errors, and speed up decision-making during document preparation.

How does this feature help me review and update pricing?

By keeping the price table and line item notes visible while you edit, is most useful when using a Touch Device to edit documents.

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