1
Open the pricing table editor
Click into the pricing table to enter edit mode and begin configuring optional pricing selections.
Allow Recipients to Choose Price Options
Learn how to let recipients select from multiple price options in a QuoteCloud price table. Step-by-step instructions for enabling and managing this feature.
Allowing Recipients to Choose Price Options
Learn how to customise pricing tables with optional items and groups so recipients can choose their preferred pricing options in the QuoteCloud editor.
Steps to create optional pricing selections
2
Open the line item context menu
Right-click on a pricing table line item to open the contextual menu.
3
Enable optional rows
In the Row Options menu, click Enable Optional Row to make the selected line item optional for recipients.
4
Enable optional rows for a section
You can also configure optional selections for an entire section by right-clicking a section heading to open the section context menu.
5
Enable group optional rows
In the Section Header Options, enable Enable Group Optional Rows to apply optional selections across all line items within the section.
6
Configure optional row types
Under Optional Row Options, choose how recipients will interact with the optional selections.
7
Enable multiple choice rows
Select Multiple Choice Rows to allow recipients to choose multiple optional line items within a section.
8
Review checkbox selections
Optional line items will display as checkboxes, allowing recipients to select multiple pricing options.
9
Make an individual heading optional
Select Optional Individual Heading to make a single section heading optional instead of individual line items.
10
Enable single choice heading groups
Choose Single Choice Heading Groups if recipients should only be able to select one section heading from a group.
11
Enable multiple choice heading groups
Select Multiple Choice Heading Groups to allow recipients to choose multiple optional headings.
12
Set default selected options
You can mark optional rows or headings as selected by default by clicking the checkbox next to the item.
13
Review recipient selections
Checked items will automatically appear selected for recipients when they view the proposal, while still allowing them to modify their choices.
FAQs