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Adding Additional Columns to a Price Table
This guide explains how to add additional columns to a price table in QuoteCloud, giving you flexibility to display more product or pricing information.
Frequently Asked Questions
What does adding additional columns to a price table in QuoteCloud allow me to do?
Adding additional columns lets you display more product and pricing details directly inside a QuoteCloud price table — for example product codes, SKU/reference fields, discount breakdowns, or client-specific notes. This makes quotes and proposals clearer for clients and helps your team communicate precise pricing using QuoteCloud as your sales quoting software or sales proposal software.
What types of columns can I add to a price table?
You can add informational columns (product codes, notes, SKUs or reference fields) and pricing-related columns (discount, markup, custom cost fields). Informational columns are display-only, while pricing columns can be configured to interact with formulas and pricing logic in QuoteCloud.
Will extra columns affect price calculations and totals?
It depends on how each column is configured. Display-only informational columns won’t change totals. Columns that are tied into pricing logic or formulas can affect calculations and totals if you enable those connections in the price table settings. Always review and test the price table formula/configuration after adding pricing columns before sending quotes.
How do I add or configure an additional column in a QuoteCloud price table?
Open the price table layout or settings editor, add a new column, choose the column type (informational or pricing), set the column label and formatting, and save your changes. Then update any templates or document-generation settings so the new column appears in exported quotes and proposals. Test a sample quote to confirm display and calculation behavior.
Can I include additional columns in templates and in generated documents?
Yes. Price table customisations are compatible with QuoteCloud templates and document generation. After adding a column, open your template or document-generation settings and map the new column so it appears correctly in PDFs, emails, and other generated outputs.
What are best practices for naming, formatting, and using additional columns?
Use concise, client-friendly labels (e.g., 'SKU', 'Discount %', 'Client Note'), choose consistent number and currency formatting, and add context in column headers or footnotes when needed. Keep display-only fields separate from pricing fields to avoid accidental calculation changes — a useful approach when using QuoteCloud as your quote software or proposal software.
Are there limits, permissions, or performance considerations when adding many columns?
Some practical limits may apply for readability and document layout — too many columns can reduce clarity or require horizontal scrolling in generated documents. Pricing columns that use formulas should be configured carefully to avoid unexpected calculation overhead. Also confirm user permissions: only users with price table editing rights should add or change columns.
How can additional columns improve my quoting and proposal workflow?
Additional columns let you surface key details that reduce back-and-forth questions (product codes, discount rationale, delivery notes), speed internal approvals, and produce more professional exported documents. When combined with QuoteCloud’s document-generation features, well-structured columns make your sales quoting software and sales proposal software outputs easier to understand and more effective at closing deals.