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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.

 

FAQs: Grouping Price Line Items and Summarising/Hiding up to a Subheading

What does grouping price line items mean?

It means combining multiple related products or services under a single subheading in the price table. This makes the table more organized and easier for clients to understand.

How do I group line items under a subheading?

In the price table editor, insert a subheading row, then drag or assign the relevant line items beneath it. The grouped items will visually appear under the chosen subheading.

Can I summarise grouped line items?

Yes. Grouped items can be summarised so that only the subheading and overall total are visible, while the detailed line items remain hidden unless expanded.

Why would I want to hide detailed line items?

Hiding details keeps your quote cleaner and helps focus client attention on key categories or totals. It’s especially useful for quotes with many line items.

Do grouped or hidden line items affect calculations?

No. Whether line items are visible or hidden, all prices, discounts, and taxes are still included in the totals automatically.

Want to learn how to apply discounts directly within a grouped table?

For details on adding discounts to your price table, see more information.