1
Open Company Settings
From the left sidebar navigation, click Company Settings to access account-wide configuration options.
Always Show Price Table in "Edit Mode" and Line Item Notes
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
Learn how to keep pricing tables expanded by default in the document editor, including always-visible line item notes for easier editing and navigation.
Steps to enable Price Table Edit Mode
2
Navigate to Preferences
Open the Preferences tab within the Company Settings page.
3
Locate the Price Table Edit Mode option
Under Document Editor Options, find the setting labeled Always show Price Table in "Edit Mode".
4
Review the disabled behavior
When this option is disabled, pricing tables remain collapsed in the document editor and each line item must be expanded manually before editing.
5
Enable Price Table Edit Mode
Toggle the Always show Price Table in "Edit Mode" switch to enable the feature.
6
Confirm expanded pricing tables
Once enabled, pricing tables will automatically appear expanded whenever you open a document in the editor.
7
Enable always-visible line item notes
Turn on the option labeled Always show pricing table line notes in edit mode to automatically display line item details and descriptions.
8
View line item notes in the editor
With the setting enabled, line item notes and additional descriptions will remain visible without requiring manual expansion.
9
Use the feature on touch devices
This setup is especially useful on tablets and touch devices, where keeping pricing tables expanded improves navigation and editing efficiency.
Frequently Asked Questions
What does 'Always Show Price Table in Edit Mode' mean?
Enabling 'Always Show Price Table in Edit Mode' keeps the document's pricing table expanded and visible while you make edits. That means you can change prices, quantities, discounts, and totals without first clicking to open the table.
This makes editing faster when using QuoteCloud as your sales quoting software or sales proposal software.
What are line item notes and why should I display them while editing?
Line item notes are per-item annotations that explain scope, options, exclusions, or special pricing for a single price line. Showing them while editing gives context for each charge and helps prevent errors or misunderstandings.
Displaying line item notes is especially useful when preparing detailed quotes or proposals with complex items in your quote software.
How does always showing the price table and line item notes speed up reviewing and updating pricing?
When the price table and notes remain visible you can compare prices, adjust quantities, and read item-specific comments without extra clicks. This streamlines reviews and reduces the chance of overlooking important details during document preparation.
For teams using QuoteCloud as proposal software or quote software, this improves accuracy and shortens the time needed to finalize a quote or proposal.
What does the 'Always show pricing table line item notes in edit mode' option do, and who benefits most from it?
This option forces the price table and line item notes to stay expanded in Edit Mode, so navigation is smoother and edits are faster. It removes the need to repeatedly expand the table while working on a document.
Users on tablets and other touch devices benefit most, since tapping to expand sections can be slower or inconvenient on touchscreens.
Where do I enable 'Always Show Price Table in Edit Mode' in QuoteCloud?
Open QuoteCloud and go to Company Settings → Preferences. Turn on the option labeled something like 'Always show pricing table line item notes in edit mode.' Once enabled, the price table and notes remain visible whenever you open a document in Edit Mode.
Is this setting applied company-wide or per user?
The setting is located in the Company Settings → Preferences area, so it is configured at the company level for your QuoteCloud account. Check with your account administrator if you need a different behavior for specific users.
Will enabling this option change how the final quote or proposal appears to clients?
This preference affects the Edit Mode experience to help authors review and edit documents more efficiently. It does not automatically change how templates render for clients, but you should preview the final document or exported PDF to confirm the public view matches your desired presentation.
Any tips for using this feature effectively with sales quoting or proposal workflows?
Use the feature when drafting complex quotes or multi-line proposals so you can see line-level context without interruptions. Combine it with clear line item notes to reduce back-and-forth with customers and speed approvals.
If you frequently migrate quotes to accounting systems like QuickBooks, keep notes concise and consistent so your quote software and downstream workflows remain accurate.