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 (FAQs) - Adding Additional Columns to a Price Table
What does adding additional columns to a price table in QuoteCloud allow me to do?
Adding extra columns gives you flexibility to show more product or pricing information within a QuoteCloud price table — for example product codes, discounts, or notes — so clients see clearer, more complete pricing details on quotes and proposals.
What types of columns can I add to a price table?
You can add informational columns such as product codes, discount fields, and notes. The guide focuses on how to customise table layouts so you can include the specific details your business and clients need.
Will extra columns affect price calculations and totals?
Whether a column impacts calculations depends on the column’s configuration in QuoteCloud. Some columns are purely informational (for display only), while others can be tied into pricing logic if configured that way. Check your price table settings or the detailed guide for price table formula configuration options.
Can I include additional columns in templates and generated documents?
Yes — the price table layout customisations are intended to work with QuoteCloud templates and document generation. Use the template and document-generation tools to ensure the added columns appear correctly in exported quotes and proposals.
How do added columns improve my quoting process?
Additional columns let you convey more context directly in the quote — for example item codes, discount breakdowns, or client-specific notes — which reduces follow-up questions, speeds approvals, and helps maintain consistent, professional proposals.
Do added columns sync with integrations like Accounting Software or CRM's Online?
Integration behaviour depends on how fields are mapped between QuoteCloud and the external system. If you need column data to sync to accounting or CRM tools, review your integration mappings (for example the QuoteCloud + QuickBooks Online integration) to confirm which columns are transferred.
Who should I contact if I need help configuring complex table layouts?
If you need assistance with advanced table configurations, integrations, or template behaviours, use QuoteCloud support resources or request a demo through the product pages to get personalised help.