1
Open the contextual menu
Right-click on any price line item to open the contextual menu.
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
Learn how to configure repeating pricing for line items in your QuoteCloud sales quote price table.
Steps to set a repeating price
2
Enable repeating pricing
Navigate to Row Options, then select Make Price Item Repeating.
3
Review the repeating columns
A new repeating pricing setup will appear, including columns such as Term and Monthly Price.
4
Adjust the term value
By default, each repeating price row is set with a term value of 1. You can update this value or change it to a one-off item if required.
5
Select multiple rows
To quickly update multiple rows to one-off pricing, click a row to select it. Hold the Shift key and click another row to automatically select all rows between them.
6
Convert selected rows to one-off
Once multiple rows are selected, right-click the selection, open Row Options, and choose One-Off Row.
7
Edit the term directly
Click inside the term cell and type a new value. The pricing table will automatically recalculate the total value.
8
Open term column settings
To customize repeating cost settings, right-click on the Term column and select Column Settings.
9
Customize repeating cost options
In the settings panel, configure options such as default values, period labels, one-off labels, number of decimals, and term input mode.
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