1
Locate the section heading
Identify the section heading that contains the pricing line items you want to group together.
Group Price Line Items & Summarise Up to a Subheading
QuoteCloud lets you group price line items under subheadings and summarise or hide detailed lines to create concise and clear price tables. This guide explains how to organise and collapse groups effectively.
Grouping Price Line Items and Summarising Up to a Subheading
Learn how to group pricing line items under section headers and summarize totals in your QuoteCloud pricing table.
Steps to group and summarize pricing items
2
Open the section menu
Right-click directly on the section heading to open the contextual menu.
3
Open Section Header Options
Hover over Section Header Options to display the available grouping and summarizing settings.
4
Enable group subtotals
Select Show Group Subtotal to display a subtotal for the section while keeping all line items visible beneath the heading.
5
Review the subtotal display
The section heading will now display the combined total for all pricing line items within that section.
6
Enable summarized view
Open Section Header Options again and select Show Group Summarised.
7
Hide grouped line items
The section heading will display the total value while automatically hiding the individual pricing line items within the group.
8
Review the organized pricing table
Your pricing table will now appear cleaner and easier to navigate, with grouped pricing sections summarized under their headings.
FAQs