Setting a Repeating Price in a Sales Quote Price Table

A repeating price in QuoteCloud is a price line configured to recur over time inside a sales-quote price table. It represents ongoing charges — for example subscriptions, retainers, maintenance plans, or recurring service fees — so customers can see and accept the recurring cost right in the quote.

Use a repeating price whenever you sell ongoing services or products that bill on a schedule rather than as a one-time fee. Typical examples are subscription services, retainers, support contracts, maintenance agreements, and recurring add‑ons. Repeating price lines are useful in sales quoting software and sales proposal software when you need to communicate and automate ongoing charges from the proposal stage.

Setting repeating prices simplifies recurring billing by capturing ongoing charges in the initial quote, which reduces manual invoicing and administrative work. It improves pricing consistency across documents, makes recurring fees transparent to customers, and speeds the handoff to invoicing and accounting workflows—helpful whether you’re using QuoteCloud as quote software or proposal software.

Yes. QuoteCloud’s document generation supports smart, interactive price tables, so any repeating price lines included in a quote will be reflected in generated proposals and documents produced by the platform. That means customers see the same recurring amounts in the PDF or online proposal as they do in the quote editor.

Yes. QuoteCloud can generate invoices from quotes and integrates with many accounting systems and CRMs so customer and transaction data can be synced. That integration enables a smoother handoff from quoted repeating charges to invoicing and bookkeeping workflows (for example with QuickBooks Online and other popular accounting tools).

Yes. Repeating prices are compatible with QuoteCloud templates and the platform’s interactive price tables, so you can include recurring lines in reusable proposal templates and maintain consistent formatting and behavior across documents created by your sales team.

At a high level, set up a repeating price by adding a price line to your price table, enabling the recurring/repeating option, and selecting the billing frequency and start date (and end date or duration if required). Save the quote so the repeating line is included in generated proposals and available for invoice generation. Exact field names and options may vary by template or account settings.

Yes. Repeating price lines can be updated or removed in the quote before you convert the quote into an invoice. If your QuoteCloud account is integrated with accounting software, changes may need to be synced to your accounting system to keep billing records aligned. Always confirm how edits propagate in your specific integration settings.