Allow Recipients to Choose Price Options

Allowing recipients to choose price options means giving your customers the ability to pick from multiple pricing choices you include in a QuoteCloud price table. Examples include choosing monthly vs. yearly plans, different service tiers, or alternate product bundles so the recipient can configure the quote to their needs before approving.

Open the price table editor in your QuoteCloud document, create line items that include multiple pricing choices, and then activate the recipient-selection option for those line items. This makes the choices visible during review so recipients can select their preferred price option.

Yes — selection behavior depends on how you configure the price table. You can restrict recipients to a single choice (useful for mutually exclusive plans) or enable multiple selections when options are combinable, such as add-on services or bundled items.

Yes. When a recipient selects a price option, the QuoteCloud price table recalculates line totals, overall totals, discounts, and taxes automatically so the document always reflects the chosen configuration.

Price options make quotes more flexible and interactive, letting clients customize purchases, compare alternatives directly in the document, and accelerate decision-making. They reduce back-and-forth, speed approvals, and improve the buyer experience.

Selections are factored into QuoteCloud's calculation engine: chosen options adjust the relevant line amounts and the system reapplies configured discounts and tax rules to produce an updated subtotal and grand total. Conditional or bundle discounts you set will also be applied based on the chosen options.

Yes. QuoteCloud supports recipient control beyond single-option selection— you can enable selection or deselection of whole line items when you want recipients to choose which items to include in their final quote. See the related price table controls for guidance on enabling that behavior.

Name options clearly (e.g., "Monthly — Basic", "Yearly — Pro"), limit the number of competing choices per line, set sensible defaults, display price differences and savings, test the interactive quote as a recipient, and confirm your discount and tax rules behave as expected when options are selected.