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Reordering Sections (Headings) in a Price Table
QuoteCloud allows you to reorder sections, sub-headings, and grouped price lines in your price table for better clarity and flow. This guide explains the steps to rearrange these elements effectively.
Frequently Asked Questions
What does sorting sections and sub-headings mean?
Sorting sections and sub-headings means rearranging the order of sections, sub-headings, or groups of price line items within a price table so related items appear together and in the preferred sequence. In QuoteCloud this improves the visual flow of your quotes and proposals, making your sales quoting software and sales proposal software outputs easier for clients to read.
How do I sort grouped price lines in a price table?
Open the price table editor in QuoteCloud and use the editor’s drag-and-drop controls to move a section, sub-heading, or grouped set of line items into a new position. When you move a grouped set, the entire group moves as a unit while preserving its internal order and structure.
Can I sort both individual items and grouped sections?
Yes. Individual line items can be reordered on their own, and items that are grouped under a sub-heading will move together as a block to keep the grouping intact. This lets you fine-tune the order of single lines or rearrange whole groups for clearer quote software and proposal software documents.
Why would I want to reorder sections or groups?
Reordering improves clarity and flow in your quotes and proposals. Common reasons include placing high-value items first, separating services from products, grouping related tasks together, or arranging items to match client expectations—helping your sales quoting software present a more persuasive, easier-to-review document.
Does sorting affect totals, taxes, or discounts?
No. Reordering only changes the visual display order. All underlying totals, taxes, discounts, and calculations remain accurate regardless of how sections or items are arranged, so your quote software and proposal software calculations are unchanged.
Where in QuoteCloud do I perform reordering?
Reordering is done in the price table editor inside QuoteCloud. Use the editor’s drag-and-drop controls to move sections, sub-headings, or grouped line items to the desired position within your sales proposal or quote software documents.
Will grouped items and any summaries stay intact after I move them?
Yes. When you move a grouped set of line items, the group’s internal structure and any summaries remain intact so group totals and summaries continue to display correctly after reordering.
Any tips for reordering price tables to improve my quotes and proposals?
Group related items and use clear sub-headings, place optional or add-on items after core line items, and put high-impact or frequently accepted items near the top. Preview the document after reordering to confirm readability. These simple steps make your sales quoting software and sales proposal software outputs clearer and more buyer-friendly.