1
Open the line item menu
Right-click on a line item within your pricing table to open the contextual menu.
Using Formulas or Calculations within Price Table Columns
This guide explains how to use formulas and calculations within price table columns in QuoteCloud, helping you automate numeric values like totals, averages, and discounts for accuracy and efficiency.
Allowing a Recipient to Change the Quantity to Order
Learn how to allow recipients to customise quantity and term values directly within a pricing table in the QuoteCloud editor.
Steps to enable quantity and term editing
2
Enable quantity editing
In the Row Options menu, click Enable Quantity Editing to allow recipients to modify quantity values directly in the pricing table.
3
Enable term editing (optional)
If your line item includes a Term field, you can also allow recipients to edit the term value by enabling Enable Term Editing.
4
Apply editing options to additional items
Repeat the process for any additional pricing table items where you want recipients to customise quantity or term values.
5
Preview the recipient experience
Click outside the pricing table area to preview how recipients will see the editable quantity and term fields.
6
Review editable input fields
Any pricing table item with visible input fields will allow recipients to edit the quantity or term directly within the proposal.
FAQs