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.

Adding Additional Columns to a Price Table

Learn how to add custom columns to your QuoteCloud pricing table.

Steps to add custom columns

1

Choose where the column should appear

Decide where you want the custom column to be placed within your pricing table.

2

Right-click the target column

Right-click on the column next to where you want the custom column to appear.

3

Open table options

From the contextual menu, navigate to Table Options, then select Insert Column to the Right.

4

Select a custom column type

Choose the custom column type you want to add to the pricing table, such as Text, Currency, Number, Percentage, Date, Optional, Dropdown, or Formula.

5

Add a column from the table edge

Alternatively, hover to the far right of the pricing table until the + icon appears, then click it to view available custom columns.

6

Insert the selected custom column

Select the custom column type you want, and the pricing table will automatically update to include the new column.

Summary

You have successfully added a custom column to your pricing table!

Custom columns allow you to create more flexible and personalized QuoteCloud pricing tables tailored to your workflow and client requirements.

FAQs