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.

Frequently Asked Questions

What does "summarising a section" in a price table mean?

Summarising a section hides the individual line items beneath a section heading and displays only the section total in the price table. This produces a more compact, at-a-glance pricing layout while preserving the section's total amount.

Why would I hide line items at a section heading?

Hiding line items creates a cleaner, less cluttered quote or proposal that helps recipients focus on section totals and overall pricing. It’s especially useful for executive summaries, bundled services, or very long itemised lists where detailed rows would overwhelm the document.

What remains visible after a section is summarised?

When a section is summarised, the section heading and the section total remain visible in the price table view. The detailed line items beneath that heading are not shown in the condensed view.

Are the hidden line items still included in calculations and document totals?

Yes. Summarising affects only the visible presentation — the hidden line items remain part of the section total and continue to contribute to document-level totals and any calculations.

Is summarising applied per section or across the whole price table?

Summarising is applied at the section-heading level, so you can hide line items for specific sections while leaving other sections fully expanded in the same price table.

When should I use a summarised section versus 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 clients need an item-by-item breakdown for transparency, procurement review, or technical verification.

Can I mix summarised and expanded sections within one price table?

Yes. Because summarising is controlled per section heading, you can hide the line items on some sections while keeping other sections expanded and fully itemised.

Where can I find examples or learn more about using summarised sections in QuoteCloud?

For examples and step-by-step guidance, check the QuoteCloud user guide and related documentation pages in the QuoteCloud help centre. Related topics such as document generation, integrations, and pricing table usage often include sample templates and use cases.