Using the Lasso feature to Select & Merge Price Tables

Using the Lasso Feature to Select & Merge Price Tables — FAQ

What does "merging pricing tables" mean in the QuoteCloud Document Editor?

Merging pricing tables means combining two or more interactive pricing tables in a document into a single, organized table so related line items, pricing columns, and selections appear together for clearer presentation and easier client selection.

How do I merge one pricing table into another?

Use the Document Editor’s selection outline and drag handles to select a pricing table and move it into the target table area. The editor supports dragging selected tables so you can place one table inside or next to another to create a combined layout.

Can I select and merge multiple pricing tables at once?

Yes. The Document Editor allows selecting multiple pricing tables using the selection outline and then merging them together by using the drag handles to position them into a single combined table.

Does QuoteCloud support formulas and automatic calculations in pricing tables?

Yes. QuoteCloud pricing tables support formulas and calculations in columns so you can automate numeric values such as totals, averages, and discounts to improve accuracy and efficiency when building quotes and proposals.

Will formulas or calculated values be preserved after merging tables?

The guide describes using formulas and calculations within price table columns but does not explicitly state the exact behaviour of formulas after a merge. If you rely on specific formulas, verify the merged table’s calculations after combining tables or contact QuoteCloud Help & Support for confirmation.

What are best practices for organizing pricing after merging tables?

Keep column headings consistent before merging, group similar line items together, standardize units/quantities and discount fields, and test calculated columns after merging to ensure totals and formulas display as expected.

What should I do if the merged table doesn’t look or calculate correctly?

First verify your column headings and formula fields are consistent across the source tables. If issues persist, preview the document to check runtime calculations, undo the merge to correct column alignment, and consult QuoteCloud Help & Support for troubleshooting steps.

Where can I find more information or support about merging pricing tables?

For further guidance, see QuoteCloud’s user guides and support resources such as the main Document Generation Software page, the QuoteCloud product overview, or contact Help & Support through the QuoteCloud site.