1
Insert a Pricing Table block
Open the block menu and click the Pricing Table block to add a customizable pricing section to your document.
Adding Pricing Tables or Interactive Components as Reusable Blocks
This guide shows you how to add pricing tables or interactive components as reusable blocks in QuoteCloud, helping you maintain consistency and efficiency across your documents.
Adding Pricing Tables or Interactive Components as Reusable Blocks
Learn how to create, customize, and save interactive pricing tables as reusable content blocks for future documents.
Steps to create and save reusable pricing tables
2
Populate the pricing items
Add your pricing rows and enter the relevant item names, quantities, prices, discounts, and totals into the table.
3
Configure repeat price items
Right-click a price item row, open the row options, and select Make Repeat Price Item to allow repeating pricing entries.
4
Add section headings
Insert section headings into the pricing table to organize related pricing groups and categories.
5
Enable grouped optional rows
Open the section header options and enable Group Optional Rows to convert pricing items into selectable optional rows.
6
Configure optional row types
Select the Optional Type setting and choose options such as single-choice or multiple-choice row selection for the pricing table.
7
Customize pricing table settings
Open the pricing table settings to adjust layouts, styling, totals, headers, images, and display behavior to match your document design.
8
Add the pricing table to the Content Library
Once the table is fully configured, right-click the pricing table block and select Add to content library.
9
Enter content library details
In the modal window, choose the library type, complete the required fields such as folder name, content name, and description, then click Save.
Frequently Asked Questions
What does "adding pricing tables or interactive components as reusable blocks" mean in QuoteCloud?
In QuoteCloud, saving pricing tables or interactive components as reusable blocks means creating a single saved component in your Content Library that can be inserted into many documents, templates, and proposals. The block preserves the design and interactive behavior you configured so teams don’t need to rebuild or restyle the same elements for every quote or proposal.
Which types of components can be saved as reusable blocks?
QuoteCloud supports saving pricing tables and a range of interactive components as reusable blocks. This explicitly includes interactive smart pricing tables (where recipients can view and select options inside a document), as well as other items supported by the document builder such as embedded widgets and configurable line‑item components.
What are the main benefits of using reusable blocks for pricing tables or interactive elements?
Reusable blocks maintain consistent branding and layout across all your documents, reduce repetitive work for sales teams, and speed up document production. Because interactive behavior is saved with the block, recipients see consistent functionality (for example, selectable pricing options) no matter which quote or template you insert the block into. These gains make QuoteCloud an effective sales quoting software and proposal software tool for fast, professional responses.
How do I save a pricing table or interactive component as a reusable block?
The typical workflow is: build or configure the pricing table or interactive component in the document builder; choose the option to save or add the component to your Content Library; give it a clear name and description; and save. Once saved, the block appears in your Content Library and can be inserted into documents, templates, and proposals.
Can reusable blocks be inserted into templates and other document types?
Yes. Saved blocks appear in your Content Library and can be inserted into templates, quotes, proposals, and other document types. When inserted, the block preserves its design and interactive behavior so the same pricing or interactive experience is delivered across all documents created with your quote software or proposal software.
Will interactive behavior (like selectable pricing options) still work after I insert a block into a document?
Yes. QuoteCloud saves the interactive behavior with the block, so features such as selectable pricing options or embedded widgets continue to work when the block is placed into different documents. That means recipients get a consistent, interactive experience whether they open a single quote or a template-generated proposal.
How do reusable blocks help teams using sales proposal software and sales quoting software?
Reusable blocks reduce manual effort and errors by letting teams reuse tested pricing tables and interactive components instead of rebuilding them for every deal. This improves consistency, speeds up turnaround on proposals and quotes, and helps sales teams focus on selling rather than formatting—key benefits when your organization relies on sales quoting software or sales proposal software to scale operations.
What are best practices for naming, organizing, and maintaining reusable blocks?
Use clear, descriptive names and short descriptions so team members can find the right block quickly. Organize blocks with folders or tags (where available) and include version or date information in the name when you make significant changes. Test interactive behavior after saving a block, and establish a simple governance workflow so the Content Library stays current and consistent across your quote software and proposal software processes.