Formatting Column Headings

Formatting column headings means customizing the labels that appear at the top of each column so they clearly describe the data beneath them. This includes renaming headings, changing font, size, weight, color, alignment, and visibility to match your business terminology and improve readability for clients.

Clear headings make price tables easier to scan in sales quoting software and other quote software tools.

Open the price table editor, click directly on the heading text you want to change, type your new label (for example, change “Description” to “Item Name”), then save or apply the change so the new heading appears in the table.

Editing headings is quick in most quote and proposal software and lets you tailor tables to specific clients or industries.

Yes. You can change font family, size, weight (bold/regular), color, and alignment of column headings to keep them consistent with your brand or document style. These styling options help make headings visually distinct and easier to scan.

Consistent heading styles are especially useful when using sales proposal software to produce client-facing documents.

Custom headings use terms familiar to your audience, reduce confusion, and speed client decision-making. They help ensure your quotes and proposals look professional and on-brand, improving clarity when customers compare items, prices, or quantities.

Custom headings are a small change that can increase conversion rates when using sales quoting software or proposal software.

Yes. If a heading isn’t needed for a particular view, you can hide it or replace it with a shorter label to keep the table clean and focused. Simplifying headings is useful for streamlined internal views or when sharing tables with non-technical audiences.

Hiding unnecessary columns also improves readability on mobile exports and PDF proposals created by your quote software.

Use clear, concise labels (one to three words), keep capitalization and font sizes consistent, and align headings to match the data type (for example, right-align numbers and prices). Prefer customer-focused language and avoid internal jargon.

Other tips: ensure good color contrast for legibility, test headings in exported PDFs and on mobile, and create reusable templates in your sales proposal software to maintain consistency.

When you edit and save a heading in the price table editor, the change applies to that table or the template you edited. If you want the same headings across many documents, update the shared template or create a reusable table style—otherwise changes may only appear in the current document.

Always preview exports (PDF/print) after editing headings to confirm the final layout looks correct in your quote software.

Create and maintain branded templates or global table styles in your document-generation or sales proposal software. Standardize label text, fonts, and alignment in a master template so all new quotes inherit the same headings.

Using templates in your sales quoting software reduces manual edits, speeds document creation, and helps present a consistent experience to clients.