Group Price Line Items & Summarise Up to a Subheading

Grouping price line items in QuoteCloud means combining multiple related products or services beneath a single subheading inside a price table. The grouped lines are visually nested under that subheading so the table reads as categories rather than a long list of individual lines.

This makes complex documents produced by your sales quoting software or proposal software easier to scan and helps clients understand category totals at a glance.

Open the price table editor, insert a subheading row where you want the group to begin, then drag or assign the relevant line items under that subheading. Grouped items will appear indented beneath the subheading and you can reorder or move lines between subheadings as needed.

Use this in your quote software templates to create clearer sections for services, hardware, or bundled offerings.

Yes — QuoteCloud allows you to summarise grouped items so the document shows only the subheading and the group total by default while keeping the detailed lines hidden behind an expandable control.

This presentation-only change keeps the full breakdown available to expand when needed, which is useful for concise proposals generated with sales proposal software or quote software.

Yes. Grouping or hiding line items only changes the visual presentation. All hidden or summarised lines still contribute their prices, taxes and any line-level discounts to the group and document totals automatically.

That means totals shown in PDFs, on-screen previews, and when syncing to accounting systems remain accurate.

Hiding details reduces visual clutter and focuses recipient attention on high-level categories and totals, which improves readability for busy decision-makers and shortens review time.

It’s especially helpful in complex sales quoting scenarios where your sales quoting software or proposal software must present both a clean executive summary and an expandable technical breakdown.

To view or edit hidden grouped items, expand the subheading in the price table editor or the document preview. Once expanded you can edit quantities, prices, taxes, discounts, or move lines between groups just like any visible line.

After editing you can re-collapse the group so the document keeps a concise front-facing view while preserving the detailed breakdown behind the scenes.

Yes. Summarising is a display setting — the detailed lines remain in the document data. When you generate PDFs or sync invoices to accounting systems (for example via the QuoteCloud–QuickBooks Online integration), totals and line-level details used for accounting are preserved even if lines are collapsed in the quote view.

This ensures accurate invoicing and bookkeeping while allowing you to present a clean, client-facing document from your quote software.

Absolutely. Grouping and summarising work in templates so every new document built from that template inherits the grouped structure and default collapsed state. This saves time when creating repeatable proposals and keeps your proposal software or sales proposal software outputs consistent and professional.

Use subheadings to standardise category totals and let clients expand details only when they want to dig into the line-level pricing.