Add a Line Item to a Price Table

Adding a line item inserts a new row into a QuoteCloud price table to represent a specific product, service, or cost. Each line typically includes a description, quantity, unit price and a calculated total so clients see itemized pricing.

This is a core capability of sales quoting software and sales proposal software, helping you build clear, professional quotes and proposals that can be reviewed and accepted.

Open the price table editor and click the Add Line Item or Add Row button. A blank row appears where you type the product or service name, enter quantity and unit price, add notes or descriptions, then save.

Use the display and formatting controls to adjust how the item appears on the final quote or proposal, such as showing/hiding columns, changing currency formatting, or adding unit descriptions.

Yes. You can import items from your product library so predefined names, prices, descriptions and other saved fields are pulled in automatically. This eliminates manual typing and speeds up quote creation.

Using the product library is a best practice for quote software and proposal software because it reduces data-entry errors and keeps pricing consistent across documents.

The price table updates automatically when you add or edit line items: subtotals, taxes and any discounts recalculate in real time so totals remain accurate while you build pricing. This automatic recalculation is a signature feature of modern sales quoting software.

Make sure tax codes and discount rules are set correctly in your document or account settings so calculations reflect your intended pricing and compliance requirements.

Yes. QuoteCloud lets you organize line items using section headers, grouped rows and ordering tools so related products and services appear together. You can also add descriptive headings or subtotal rows to create clearer sections.

Grouping line items improves readability on long quotes and proposals and helps prospects understand the structure and value of your offering.

Use display and formatting controls in the price table editor to choose which columns show (for example description, SKU, quantity, unit price, total), set decimal and currency formatting, and add or hide notes for each line.

These options let you tailor the visual layout for different audiences—sales teams, finance, or clients—and are common features of both quote software and sales proposal software.

Use your centralized product library for predefined items and prices, apply tax codes and discount rules consistently, include clear descriptions, and use templates for repeatable proposals. Save commonly used bundles or kits to avoid manual recomputation.

Also enable versioning or approval workflows when pricing is sensitive; these steps reduce errors, speed quoting, and maintain professional, auditable documents.

First check for common issues: ensure quantity and unit price fields are populated, verify the document's tax and discount settings, and confirm there are no overrides on individual line items. If you imported from the product library, confirm the library price wasn't locked or outdated.

If totals still look wrong, refresh the editor, clear any client-side cache, and review calculation rules or custom formulas. Contact QuoteCloud support if the problem persists so they can inspect account-specific settings.