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Adding Notes to a Price Line Item
This guide explains how to add notes to individual price line items in QuoteCloud, allowing you to include extra context, explanations, or instructions for your recipients.
Frequently Asked Questions
What does adding notes to a price line item mean?
Adding notes to a price line item in QuoteCloud means attaching extra context, explanations, or instructions directly to a specific product or service entry so recipients can better understand pricing, conditions, or scope tied to that item. This feature is common in modern quote software and proposal software to keep item-level details clear and visible.
Why should I add notes to a line item?
Line-item notes reduce confusion and back-and-forth by clarifying scope, special terms, optional components, setup or delivery instructions, and other details that affect the price or how the item will be delivered. In sales quoting software and sales proposal software, these notes help prospects quickly see important caveats or value-adds without hunting through the whole document.
Can notes be added to individual line items or only to the whole document?
Notes can be added to individual price line items in QuoteCloud. That lets you provide targeted information for each product or service instead of relying solely on document-level comments, which is especially helpful when building complex quotes in quote software or proposal software.
Who sees the line-item notes?
Line-item notes are shown to recipients of the quote or proposal. They appear alongside the corresponding price line item where recipients view the document, so the extra context is visible where it’s most relevant. This visibility ensures your customers and internal reviewers see the same item-level details.
How do I add notes to a price line item in QuoteCloud?
Use the price line-item editor in QuoteCloud to add your note directly to the item. Open the line-item editor, enter the note text in the designated note field, and save—QuoteCloud attaches the note to that specific entry so it appears alongside the price when recipients view the quote or proposal.
Can I edit or remove a line-item note after adding it?
Yes—line-item notes can be updated or removed through the line-item editor in QuoteCloud. Editing lets you correct details, update terms, or remove obsolete information before sending the final quote or proposal.
What are good uses for line-item notes?
Common uses include clarifying what’s included or excluded, listing installation or delivery requirements, specifying timeframes, calling out one-time fees or discounts, and giving brief recipient instructions. Using notes this way improves clarity in sales quoting software and proposal software and speeds approval cycles.
Will line-item notes appear in integrations or exported invoices?
Line-item notes are displayed to recipients inside QuoteCloud, but whether those notes sync to external systems (for example, accounting integrations) or appear on exported invoices depends on the specific integration and mapping settings. Check your integration configuration or export options in QuoteCloud to confirm how notes are handled when using quote software with other tools.