Merge two Price Tables Together

Merging pricing tables in QuoteCloud means combining two or more interactive pricing tables into a single organized table so related line items, pricing columns, and client selection options appear together. A merged table creates a cleaner layout and makes it easier to edit, compare prices, and present grouped options to clients within your sales quoting software or proposal software workflows.

Open the document in the QuoteCloud Document Editor, use the selection outline to choose the pricing table you want to move, then drag it using the editor’s drag handles into the target table area. You can place the selected table inside or next to the other table to create a combined layout. After positioning, review and adjust columns, row order, and headings so the merged table displays correctly.

Yes. The editor allows you to select multiple pricing tables using the selection outline and then use the drag handles to position them into a single combined table. For best results, merge incrementally and check formatting and calculations after each merge so you can quickly correct layout or formula issues.

Yes. QuoteCloud pricing tables support formulas and automatic calculations in columns so you can automate numeric values such as totals, averages, discounts, and other computed fields. This reduces manual errors and speeds up quote and proposal creation when using QuoteCloud as your quote software or sales proposal software.

In most cases formulas and calculated values are preserved when you merge tables, but you should always review them after the merge. If merged columns change positions or if row/column references shift, some formulas may need to be updated. Always test totals and computed fields immediately after merging and adjust references as needed.

Yes. After merging, check column widths, headings, row order, cell formatting, and alignment. Headings may need to be consolidated, and column types (e.g., quantity, unit price, discount) should be verified so formulas reference the correct fields. Minor manual adjustments are common to achieve a clean, professional layout for proposals or quotes.

Yes. QuoteCloud’s integrations (for example, with QuickBooks Online) continue to work with merged pricing tables, provided the document fields used for invoicing or export are mapped correctly. Consolidating tables can make it easier to generate invoices and keep accounting data consistent, but always verify mapping and run a test sync after major table changes.

Best practices: back up the document before making large merges, merge tables incrementally, verify and update formulas after each step, standardize column types and headings, preview the document as a client would see it, and test any integrations (invoicing or CRM). Following these steps helps you maintain accurate calculations and a professional quote layout when using QuoteCloud as your sales quoting software or proposal software.