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Splitting (Breaking) a Price Table in Two at a Section Heading
Learn how to split a section from an existing pricing table and move it into a new pricing table. This helps you organise items more clearly and manage each section independently.
Frequently Asked Questions
How do I split a section from a pricing table in QuoteCloud?
Right‑click the section header you want to move and choose "Split into New Table." QuoteCloud will create a new pricing table that contains the selected section and all its contents while the original table updates to exclude that section.
Can I choose which section to split?
Yes. You can split any section inside a pricing table — simply right‑click the specific section header and select "Split into New Table" to move that section into a new table. This makes it easy to reorganise quote sections when using sales quoting software or quote software.
Will the items and formatting inside the section stay the same after splitting?
Yes. All items, prices, and formatting in the selected section are preserved exactly as they were. Splitting only moves the section into a separate pricing table; it does not reformat or alter line items, descriptions, or styling.
Does splitting affect the total price calculation?
Yes, but only logically: each pricing table now shows its own total. The original table’s total updates to reflect the remaining sections, and the new table displays a separate total for the moved section. Item‑level prices, taxes and discounts remain attached to their items and are recalculated per table, so be sure to review totals after splitting.
Can I merge the section back into the original pricing table later?
Yes. You can undo the split immediately, or at any later time merge the new pricing table back into another table using the Merge Pricing Tables function (or the same merge options in the UI). This lets you recombine sections if you change your mind or need a consolidated quote.
Can I split multiple sections at once or perform batch splits?
There isn’t a one‑click batch split. To split multiple sections, repeat the right‑click → "Split into New Table" action for each section you want separated. After splitting you can merge, rename or reorganise the resulting tables to suit your workflow in sales proposal software or proposal software.
How does splitting a price table affect integrations and invoicing (for example QuickBooks Online)?
Because each pricing table becomes its own unit with a separate total, splitting can change how data is sent to external systems. When you sync to accounting or invoicing integrations (for example QuickBooks Online), the integration will reflect the separate table totals — depending on your integration mapping you may see separate invoice lines or separate invoices. Always test a split with your integration settings to confirm how QuoteCloud will export the data.
Best practices when splitting price tables in quotes and proposals
Use clear section headings and name new tables so customers and finance teams understand separate totals. Split sections when you want independent billing, clearer product/service grouping, or easier editing. After splitting, review totals, taxes and discounts, update any templates that reference table positions, and run a test sync if you use integrations. These steps help keep your sales quoting software and sales proposal software outputs accurate and client‑friendly.