Adding Tax (e.g. Sales Tax, VAT or GST) to sales quotes
The QuoteCloud system is featured with an automatic tax calculator. You can enable or disable this feature. To set up tax follow these steps:
From the Sales Quote Dashboard, click on the Configuration menu; in the dropdown menu, you will see an option labeled Settings, then select Company Settings.
NOTE: To access the configuration menu, your User Login Account must have the Allow access to manage the global company "Settings" function assigned to your user role. For more information, see the section User Management
Here you can specify the label and percentage of tax as per the requirement of your company.
Related User Guide Topics
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Adding a Subtotal to a Price Table
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This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then group price line items to summarise up to a sub-heading.
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This user guide explains how a Sales Consultant can add price line items to a sales quote price table and then summarise these price lines up to a subheading, hiding the price line items and showing the total of the grouped price line items at the sub-heading level.
Price Table Settings - Hide Qty 0 (Zero) Price Line items
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There are use cases where a price table is created as part of a sales quote template and preloaded with price line items, when the sales quote template is used to create a sales quote, the sales consultant simply removes unwanted price line items and adjusts the quantity to order for the sales quote recipient requirements.Â
Getting Values from a Spreadsheet to use as a Price in a Price Table
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Allowing Recipients to Choose Price Options
12 Mar 2022
If you would like your recipients to be able to choose among different options within the pricing table, you can set line items as optional.Â