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Using the Lasso Feature to Select & Merge Price Tables
Learn how to use the Lasso feature to select multiple price tables at once and merge them quickly in the QuoteCloud editor. This guide shows you how to lasso pricing tables, move them as a group, and combine them into a single table for easier management and cleaner layout.
Frequently Asked Questions
What does "merging pricing tables" mean in the QuoteCloud Document Editor?
Merging pricing tables means combining two or more interactive price tables into a single organized table so related line items, pricing columns, and selection controls appear together. This creates a clearer presentation for clients and makes the document easier to manage inside QuoteCloud’s sales quoting software and proposal software.
How do I lasso-select and move multiple pricing tables as a group?
Use the Document Editor’s Lasso/selection outline to click-and-drag around the pricing tables you want to select. Once the tables are highlighted, use the editor’s drag handles to move the entire selection as a group — reposition them on the page or place them next to or inside another table area for merging.
Can I select and merge multiple pricing tables at once?
Yes. The editor supports selecting multiple pricing tables with the Lasso/selection outline. After selecting several tables, use the drag handles to position them together and create a single combined layout that becomes a merged table in your quote software or sales proposal software.
How do I merge one pricing table into another in the editor?
Select the source table using the selection outline, grab a drag handle, and drag the table into the target table area. Place it inside or beside the target table where you want the rows or columns to appear. The editor will combine the placement into a unified table layout for easier management.
Does QuoteCloud support formulas and automatic calculations in pricing tables?
Yes. QuoteCloud pricing tables support formulas and column calculations so you can automate totals, averages, discounts, taxes, and other numeric values. These automatic calculations improve accuracy and speed up quote creation when using QuoteCloud as your quote software or sales proposal software.
Will formulas and selection controls still work after I merge tables?
Yes — when you merge tables the editor preserves interactive elements like formulas and selection controls so totals and client-facing selectors remain functional. After merging, it’s a good practice to review the combined table to confirm calculations and selection behavior are correct.
Can I rearrange rows and columns after merging price tables?
Yes. Once tables are merged into a single layout you can move rows, reorder columns, and adjust cell placement using the Document Editor’s drag handles and editing tools. This makes it simple to refine the layout for a cleaner presentation in your proposal software or sales quoting software.
What are best practices for using the Lasso and merging price tables to keep quotes tidy?
Group related line items before merging, use the Lasso to align tables precisely, and place pricing columns where clients expect them. Verify formulas and selection controls after merging, and test the interactive table in preview mode before sending. Following these steps helps keep your quotes and proposals clean, accurate, and professional when using QuoteCloud as your quote software or sales proposal software.