Setting a Repeating Price in a Sales Quote Price Table
This guide explains how to set a repeating price in a QuoteCloud sales quote price table, making it easy to handle recurring billing for services or products.
Setting a Repeating Price in a Sales Quote Price Table | QuoteCloud Guide — FAQ
What is a repeating price in a QuoteCloud sales quote price table?
A repeating price in QuoteCloud is a price line configured to recur over time within a sales quote price table. It automates recurring charges for services or products so recurring billing can be represented and managed directly in quotes and proposals.
When should I use a repeating price?
Use a repeating price for ongoing revenue models such as subscriptions, retainers, maintenance agreements, or other repeated services where you need to bill the client on a recurring basis rather than as a one‑time charge.
What are the benefits of setting repeating prices in quotes?
Repeating prices simplify recurring billing by capturing ongoing charges in the initial quote, reducing manual invoicing work, improving pricing consistency across documents, and making it clearer for customers how ongoing fees will be charged.
Will repeating prices appear in generated proposals and documents?
Yes. QuoteCloud’s document generation supports smart, interactive price tables, so repeating price lines included in a quote will be reflected in generated proposals and documents produced by the platform.
Can repeating prices be converted into invoices and synced with accounting software?
QuoteCloud can generate invoices from quotes and integrates with many Accounting Systems and CRM's to sync customer and transaction data. That integration enables smoother handoff from quoted repeating charges to your accounting and invoicing workflows.
Can I use templates and interactive price tables with repeating prices?
Yes. Repeating prices can be used within QuoteCloud templates and the platform’s interactive price tables.
Does QuoteCloud provide help or automated assistance when building quotes with repeating prices?
QuoteCloud offers resources to get started and product tools to streamline quote creation. You can learn more through the product overview and explore features such as the AI Co-Worker for additional assistance creating and refining quotes.