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Changing the Labels in the Price Table Totals Section
QuoteCloud allows you to customise the labels shown in the totals section of your price tables, enabling you to tailor summaries to your business needs. This guide explains how to update these labels easily.
Frequently Asked Questions
What does changing the totals section labels mean?
Changing the totals section labels means updating the default text shown in a QuoteCloud price table’s totals area. For example, you can rename 'Subtotal' to 'Before Tax Amount' or change 'Total' to 'Grand Total' so the wording better reflects your business or client preferences.
How can I change the labels in the totals section?
Open the price table editor in QuoteCloud, navigate to the totals section, click the label you want to edit, type the new label text, and save your changes. These edits update the visible label in that price table immediately. This process is the same whether you're using QuoteCloud as sales quoting software or sales proposal software.
Can I change multiple labels at once?
Yes. Each label in the totals section is editable individually, but you can update several labels during the same editing session by selecting and editing each one before saving. This makes it quick to standardise wording across the subtotal, discounts, taxes and total lines.
Do label changes affect the calculations?
No. Changing labels only alters the visible text in the totals area. Subtotals, discounts, taxes and the overall total remain calculated correctly — label edits do not change numeric logic or formulas used by the quote software.
Why would I want to change these labels?
Customising totals labels helps align pricing terminology with your company’s language or a specific client’s expectations. Clear, familiar labels reduce confusion, improve the professional appearance of quotes and proposals, and can make documents produced by your proposal software easier for clients to interpret.
How can I improve the presentation of the totals section (fonts, colours, layout)?
Use the price table or theme editing options in QuoteCloud to adjust font styles, colours and layout for the totals area. Check formatting and design settings in the editor for controls that affect alignment, emphasis (bold/italic), and spacing. Preview the quote or proposal on desktop and mobile to ensure the totals remain readable and visually consistent.
Will custom labels apply across all my documents or only the price table I edit?
By default, label changes apply to the specific price table you edit. To make consistent label changes across all quotes and proposals, update the relevant theme or template settings in QuoteCloud (if available) so your quote software or proposal software uses the same terminology globally.
What are best practices for choosing totals labels in quotes and proposals?
Keep labels concise and client‑focused, use industry‑standard terms (for example 'VAT' vs 'Sales Tax' depending on region), and be consistent across all documents. If a line might be ambiguous, add a short clarifying phrase (e.g., 'Subtotal (before discounts)'). After updating labels in your quote software, preview sample documents and, if possible, get feedback from a colleague or client to ensure the wording is clear.