Sort Line Items in a Price Table

Sorting line items changes the order products or services appear in your QuoteCloud price table so they follow a logical sequence — for example alphabetically, by category, by priority, or by price. This makes documents from your sales quoting software or proposal software easier to read and faster to review.

Open the price table editor in QuoteCloud, then click and drag individual line items into the order you prefer. Drop each item where you want it to appear and save the document to keep the new sequence. Manual reordering is quick for small lists or when you want precise control over the presentation in your quote or proposal.

Yes. QuoteCloud supports automatic sorting rules (depending on your configuration). You can apply rules to order items alphabetically, numerically, by category, or by custom fields. Choose the desired sorting rule in the price table options or settings to apply it across your quote software documents.

No. Sorting only changes the visual display order of line items. All calculations — subtotals, discounts, taxes, and totals — remain accurate and unchanged regardless of how items are ordered in the price table.

Yes. You can usually undo a recent reorder using the editor’s undo action or manually move items back into place. If you need to restore an earlier document state, use a previously saved version or the document/version history (if enabled) to recover the prior order.

Yes — the display order you set in the editor carries through to exported PDFs and shared quotes. That ensures the same presentation is seen by clients and stakeholders whether they view the quote online or as a downloaded document.

Sorting improves clarity and professionalism: it highlights important products, groups similar items together, helps prospects scan a quote faster, and supports better decision-making. Well-organised line items increase the impact and readability of proposals created with sales proposal software and quote software, often improving conversion rates.

Group related items by category, place high-priority or high-margin items near the top, and keep a consistent ordering rule across documents. For long lists, use automatic sorting rules or custom fields to maintain consistency. Finally, preview or export the PDF to confirm the presentation looks correct for prospects and internal stakeholders.