Using Formulas or Calculations within Price Table Columns

Formulas in QuoteCloud price table columns are column-level calculations you add to price tables to automate numeric values. They let you compute line totals, averages, discounts, markups and other derived fields so your quotes and proposals require less manual entry and remain accurate—ideal when using QuoteCloud as your sales quoting software or proposal software.

You can automate common numeric operations including line totals (quantity × unit price), sums, averages, percentage discounts, markups, and other derived fields that combine one or more column inputs. These automated calculations reduce manual errors and speed up quote and proposal creation in your sales proposal software or quote software workflow.

Yes. QuoteCloud formulas can reference values from other columns to compute derived results. For example, you can multiply a Quantity column by a Unit Price column to produce a line total. Use the QuoteCloud formula editor to reference the columns you need when building expressions.

Create column formulas using the QuoteCloud formula editor. In the editor, select the column where the result should appear, reference the input columns, build expressions using addition, subtraction, multiplication, division, averages and percent calculations, then save the formula to apply it across the price table.

Yes. Calculated columns in price tables are included in the documents and templates you generate from QuoteCloud, so clients and internal teams see the final computed figures directly in proposals and exported documents. This keeps your sales proposal software outputs accurate and consistent.

Calculated totals from price table columns are included when syncing invoices or transaction data to integrated accounting systems. When you connect QuoteCloud to accounting platforms (for example QuickBooks Online), the final computed figures are transferred—however, review your integration mapping and test a sample sync to ensure totals and tax treatments match your accounting setup.

QuoteCloud’s formula editor is designed for mathematical expressions and typical percentage/aggregate operations. For advanced conditional logic or tiered pricing, you can often compose expressions that evaluate different column values—capabilities vary by editor features. If you need complex business rules, test them in the formula editor or consult QuoteCloud documentation/support for best practices.

Use clear column names so formulas are easy to read, test formulas on sample line items before applying them broadly, and format numeric columns (currency, decimals) to avoid rounding surprises. Keep formulas modular when possible, validate results against manual calculations, and confirm behavior in generated documents and any accounting integrations. These practices help you get the most from QuoteCloud as your sales quoting software and proposal software.