Adding Sections in a Price Table

This guide shows how to add sections to price tables in QuoteCloud, helping you group related items together and improve document clarity for your recipients.

Frequently Asked Questions

What are sections in a QuoteCloud price table?

Sections are grouping elements inside a QuoteCloud price table that let you organise related products or services into clear, structured blocks. They break long lists of line items into logical groups — for example product families, service types, or optional add‑ons — making price tables easier to read and управляte.

Why should I add sections to my price tables?

Adding sections improves clarity and professionalism: items presented in logical groups are faster to scan, reduce confusion, and help recipients compare and select options. For teams using sales quoting software or sales proposal software, well‑structured sections speed decision‑making and make proposals look more polished.

How do sections affect the recipient experience?

Sections guide recipients through related offerings so they can find relevant items without wading through an unorganised list. This creates a smoother, more intuitive review and selection process and increases the likelihood of a quick, confident response.

How do I add a section in a QuoteCloud price table?

Open the document editor and edit the price table you want to change. From the price table controls you can add a new section, give it a descriptive name, and place or move line items into that section. Arrange the sections to match how you want customers to view and choose offerings.

Can sections be used with QuoteCloud’s interactive pricing tables?

Yes. QuoteCloud supports interactive smart pricing tables, and sections work in those interactive tables so clients can view and select grouped options more easily within a live quote or proposal document.

Will sections carry through when exporting documents or syncing with Accounting or CRM tools?

Yes. Sections are preserved when exporting documents and when syncing data with external tools such as accounting systems or CRM platforms, so your grouped line‑item structure stays intact across workflows.

What are some best practices for naming and organising sections?

Use short, descriptive names (for example “Core Hardware,” “Installation,” or “Optional Add‑Ons”), order sections to match the customer decision flow, and keep similar items together. For quote software and proposal software users, consider grouping by price sensitivity (must‑have vs optional) or by product family to make comparisons easier.

Can I reuse sections across templates or saved price tables when building quotes and proposals?

Yes — sections are part of the price table configuration, so when you save price tables or build document templates in QuoteCloud, your section structure can be reused. This makes it faster to produce consistent, on‑brand quotes and proposals using your quote software or proposal software workflows.