Best Practices for Organising Price Tables

Structure price tables into clear, labelled sections with descriptive headings, a consistent column order and concise item descriptions. Use consistent currency, units and fonts so recipients can scan values quickly. Include logical subtotals, place the final summary total at the end, and explicitly show taxes and discounts so the final amount is transparent. These practices improve readability and reduce errors when using sales quoting software or quote software.

Group line items by logical categories—products, services, labour and optional extras—and keep descriptions short and consistent. Use the same units or quantities within each group and add a subtotal for each group where useful. Grouping helps recipients understand cost drivers quickly and makes comparisons easier in sales proposal software and proposal software documents.

Show subtotals after each section or group, then present a clear summary block at the end of the table with line items for discounts, taxes and the final total. Label rows clearly (e.g., Subtotal, Tax, Discount, Total) so recipients can see how the final amount is calculated and verify individual components.

Use branded templates to preserve heading styles, column order, currency formatting and the placement of totals across all quotes. Templates speed up creation, reduce manual errors and ensure documents produced by your sales quoting software or proposal software look predictable and professional—helping recipients trust and understand your pricing faster.

Yes. The guide contains a "For your industry" section with tailored guidance and examples that match common billing models (for example: hourly rates for service businesses or bundled pricing for retail). These industry-specific tips help you present price tables that align with customer expectations and common review practices.

Interactive smart pricing tables allow recipients to toggle options, choose quantities and see updated totals in real time. That reduces negotiation friction, shortens approval cycles and increases conversion rates. Integrating smart tables into your sales quoting software or sales proposal software streamlines the path from quote to contract.

Yes. QuoteCloud integrates with QuickBooks Online so customer and transaction data can flow between your quoting environment and accounting system. This sync reduces duplicate data entry, keeps invoices consistent with quoted prices and improves financial accuracy when moving from quote software to accounting records.

Keep column order consistent, align numeric values (decimal alignment), use readable fonts and adequate contrast, show currency symbols, and keep descriptions succinct. Display group subtotals and a clear final summary block. Small, consistent formatting choices significantly improve clarity and user trust in your proposal software or quote software documents.