When using repeating costs in your sales quotes (for example daily, weekly, monthly, quarterly, annual prices) by default QuoteCloud will group these costs separately from one-off charges, as shown below.
To ungroup the repeating charges and leave both one-off and repeating price lines items in the order your set in the Sales Quote Editor, you need to open the price table Settings window as shown below.
In the sales quote editor, click on the Settings button.
In the Settings popup window, click on the Settings tab.
Set the switch Combine Ongoing and One-off Sections switch to your preference.
Related User Guide Topics
Using Values from a Spreadsheet for a Price Line Item Description in a Price Table
12 Mar 2022
When using a spreadsheet to calculate a price of a product or service, it might also be useful to set the price line description from the spreadsheet also.
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.
Grouping Price Line Items and Summarising (Hiding) up to a Subheading
12 Mar 2022
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
12 Mar 2022
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.
Getting Values from a Spreadsheet to use as a Price in a Price Table
12 Mar 2022
If the price of a product or service relies on a formula, this can be achieved in QuoteCloud by creating that formula in a spreadsheet content block (which can be hidden or seen by the sales quote recipient). A price table line item can then get its price from a cell in that spreadsheet.
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.