QuoteCloud now lets you control the font transform style (e.g., uppercase, lowercase, or capitalized) for line items in your pricing tables. This gives you greater flexibility to match your document’s style guide or brand identity.In this guide, you’ll learn how to adjust the font transform settings so your pricing table line items display exactly the way you want.
Setting a font transform style in QuoteCloud changes how line item text is displayed without altering the underlying text. For example, you can force text to display as UPPERCASE, lowercase, or Title Case (capitalize the first letter of each word). It’s a visual transformation only — the original text remains intact for copying, exports, and integrations.
Open the price table editor in QuoteCloud, select the line item text you want to change, then choose the font transform option from the formatting toolbar. Select Uppercase, Lowercase, or Title Case to immediately update the display for that line item.
Yes. Instead of changing rows individually, apply a font transform at the table level so every line item in that pricing table follows the same style. This saves time and ensures consistent formatting across your document and is especially useful when using QuoteCloud as your sales quoting software or sales proposal software.
QuoteCloud supports the common transform options you need for branded pricing tables: Uppercase (ALL CAPS), Lowercase (all lower-case), and Title Case (capitalize the first letter of each word). These cover most branding and readability requirements for quote software and proposal software users.
Yes. Font transform works alongside other style settings such as font family, size, color, weight, and alignment. Combine transforms with these formatting options to create polished, on-brand pricing tables in your proposal or quote documents.
No. Font transform is a visual styling applied in the document editor; it does not change the stored text. When you export or sync data (for example from your quote software to accounting tools), the underlying text and data remain unchanged, so integrations and PDFs will retain correct values and content.
For clarity and brand consistency, pick a single transform for all line items in a table — usually Title Case for readability or Uppercase for headings and emphasis. Avoid using all caps for long descriptions since it can reduce readability. Consistent use of transforms helps your proposals look professional and makes invoices and quotes easier to scan.
You can update or remove a transform at any time in the price table editor by selecting the line item or table and choosing a different option (or resetting to default). Because transforms are non-destructive, changing them won’t affect the original text content stored in QuoteCloud.