Group Price Line Items & Summarise Up to a Subheading

Grouping price line items means combining multiple related products or services under a single subheading inside a QuoteCloud price table. Grouping visually nests those lines beneath a clear category heading so your table is easier to read and clients can understand totals by category.

Open the price table editor in QuoteCloud, insert a subheading row where you want the group to appear, then drag or assign the relevant line items beneath that subheading. The grouped items will appear visually indented under the subheading and you can reorder lines or move them between groups as needed.

Yes. QuoteCloud lets you summarise grouped items so only the subheading and the group total are visible by default, while the detailed line items remain hidden until expanded. This preserves the full breakdown behind the scenes but presents a concise view to the client.

Hiding details keeps quotes clean and focused on key categories or totals, which is especially useful for complex proposals with many lines. Summarising reduces visual clutter, helps guide client attention to high-level costs, and makes documents easier to scan during sales reviews.

Yes. Whether a line item is visible, grouped, or hidden, its price, tax and any line-level discounts are still included in group and document totals automatically. Summarising is purely a presentation change and does not remove values from calculations.

You can apply discounts at the individual line-item level or at higher scopes where QuoteCloud supports it (for example a group or document-level discount). Open the price table editor, select the line(s) or group, and set the discount type/amount. Confirm the discount scope before saving so it applies where you expect it to.

Yes — in interactive QuoteCloud documents clients can usually expand summarized subheadings to view the hidden line-item details. This gives a clean initial presentation while still allowing full transparency when a client wants to inspect the breakdown.

Group items by logical categories (e.g., hardware, services, installation) and use clear subheading labels so clients immediately understand each total. Summarise large or technical sections to reduce overwhelm, but keep at least one visible line or note to explain hidden content. Always preview the document (interactive view and export) to confirm expand/collapse behavior and that discounts, taxes, and totals appear as intended.