Summarising Line Items at a Price Table Section Heading (Hide Line Items)
Learn how to summarise a section within a pricing table to hide its line items and display only the section total. This feature helps create a cleaner, more compact pricing layout while still showing key totals at a glance.
Summarising a Section in a Pricing Table — FAQ
Summarising a Section in a Pricing Table — FAQ
What does "summarising a section" in a price table mean?
Summarising a section hides the individual line items under a section heading and displays only the section total. This creates a more compact pricing layout while keeping the key totals visible at a glance.
Why would I hide line items at a section heading?
Hiding line items produces a cleaner, less cluttered quote or proposal. It helps buyers focus on section totals and overall pricing, which is useful for high-level presentations, bundled services, or long itemised lists.
What remains visible after a section is summarised?
When a section is summarised the section heading and the section total remain visible. The detailed line items beneath that heading are not shown in the price table view.
Are the hidden line items still included in calculations and document totals?
Yes. Summarising only affects the visible presentation in the price table — the hidden line items remain part of the section total and continue to contribute to document-level totals and calculations.
Is summarising applied per section or across the whole price table?
Summarising is applied at the section-heading level, allowing you to hide the line items for specific sections while leaving other sections fully expanded.
When should I use a summarised section vs showing full item details?
Use a summarised section when you want a concise, high-level view (for executive summaries, bundled pricing, or long lists). Show full details when the client requires an item-by-item breakdown for transparency or technical review.
How can I get examples, templates, or help using summarised sections?
See QuoteCloud’s support and product resources for examples and guidance. Helpful starting points include the Help & Support user guide and the Product Overview pages.
Troubleshooting: my section still shows items — what should I check?
If line items still appear after enabling summarisation, review the section settings in your price table and consult Help & Support for troubleshooting steps. If needed, contact QuoteCloud support for assistance.