1
Review your pricing table
Large pricing tables with many line items can become difficult for recipients to read and understand.
Best Practices for Organising Price Tables
This guide provides best practices for organising QuoteCloud price tables, including structuring sections, grouping line items, and optimising totals for clear, professional presentation.
Best Practices for Organising Price Tables
Learn how to organize your QuoteCloud pricing tables into clear, structured sections that are easier for clients to read and understand.
Steps to organize your pricing table
2
Use section headers
Add section headers to group related pricing items together and improve the overall organization of your pricing table.
3
Open the contextual menu
Right-click on the row where you want to create a grouped section within the pricing table.
4
Insert a section header
From the contextual menu, select Insert Header Above to create a new section heading above the selected rows.
5
Name your section
A new section heading will appear. Update the title to match the group of line items you are organizing.
6
Group related line items
Continue organizing your pricing table by placing related line items beneath their relevant section headings.
7
Open section heading options
Right-click on a section heading and open Section Header Options.
8
Choose a section display mode
You can configure the section to display as:
- Show Group Subtotal — displays all line items and adds a subtotal beneath the group.
- Show Group Summarized — hides the individual line items and only displays the summarized section total.
9
Review the organized pricing table
Your pricing table will now appear cleaner, easier to navigate, and more professional for clients reviewing the document.
FAQs