Adding an 'Additional Fee' to Price Line Items

QuoteCloud has a special feature to add an "additional fee" to price line items; an example where this is useful could be where a product or service is sold, but there is a set-up or administration charge when purchasing that item.

To activate the "Additional Fee" feature for your sales quotes in QuoteCloud, follow these instructions.

Activate the "Additional Fee" Feature

To activate the Additional Fee function in your QuoteCloud Account, you need to adjust your account settings.  From the Sales Quote Dashboard, click on the Configuration menu, and choose the option Settings.

A window will appear for your account settings; click on the Pricing Table tab, as shown below.

Switch the Enable Additions toggle switch to the "on" state (the switch should be green), as shown below.

Now click on the Save button to commit your accounts settings to change.

Using the "Additional Fee" Feature

Create (or edit) a sales quote.

Navigate to the Pricing section of your sales quote.

You will see an extra column in your price table with the column heading label "Additions" (as shown below).

Enter a value into the Additions data item for a price row.  In our example, the price line is for "Website hosting", and we have added a $24.95 set-up fee in the Additions column. 

Now let's view the sales quote, click the Save and Preview button.

NOTE: If you want to change the column labels for "Additional Fee", you can rename column heading labels in Price Table Settings; click here to learn more.

Related User Guide Topics

Price Table Settings - Removing Tax from a Price Table
27 Mar 2021
This user guide explains how a Sales Consultant can choose to Remove the tax that is automatically applied to a price item in a sales quote price table.
Price Table Settings - Hide Discount Percentage Saving & Original Price In A Price Table
27 Mar 2021
This user guide explains how a Sales Consultant can choose whether to Hide or Show a price discount on a price item in a sales quote price table.
Group Repeating Cost Line Items
13 Mar 2021
When adding price line items that are a repeating cost, for example a monthly fee, you might want to group these price line in your price table so they sit together
Changing the Price Table Footnote
27 Jun 2020
QuoteCloud can automatically add a footnote below price tables in all sales quotes. This content block cannot be removed by a sales consultant. This topic shows how to edit this footnote text.

Getting Started

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