Style Settings for the Price Line Item Notes Feature


Each price line item in your sales quotes can optionally have additional notes insert by the sales consultant; this information appears below the price line item. By default, these notes are rendered in italic font (as seen in the screenshot below).  This format can be changed using the Price Table Settings controller.

 

To access the Price Tables Settings feature, click on the Configuration menu from the Sales Quote Dashboard, then select the option Price Table Settings, as shown below.

The Price Table Settings tool has two components; the left panel shows a mockup of the price table with some areas that you can click into to make changes, such as data labels, price table footer and the Section name; the right panel contains style settings that can be updated by clicking on one of the section headings.

To adjust the settings for the Price Line Item Notes, click on the heading NOTES STYLE.

Next, you will see the settings appear (as shown below). 

The Font Style setting allows you to select "Italics" or "Editor".  The default is italics; if you prefer to set your own font presentation, set this option to "Editor".  This will mean that whatever font style you set when adding notes using the text editor will be used in the sales quote (instead of forcing the italics font style).

The Line Style setting will dictate how the line drawn on the left of the notes text in the sales quote line item will appear. You can select Solid, Dashed, or Dotted.  The default will be Solid.

To set the thickness of the line on the left of the line item notes, use the Weight input; the default is 1 (pixel) to increase the thickness type to a larger number, e.g., 2 or 3.

Using the Colour field, the line colour can be set to grey or theme colour. The theme colour setting will set the colour of the line to the sales quote theme colour that you select when creating a sales quote.  

After you have made your changes, click on the Save button (top right of the page)

After you click the Save button, you will see the confirmation message as shown below.  Please note that your saved price table setting changes do not affect existing sales quotes until the sales quote is edited (or revised if sent already) and is saved again.

Related User Guide Topics

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.
Adding an 'Additional Fee' to Price Line Items
2 Mar 2020
QuoteCloud has a special feature to add an "additional fee" to price line items, an example where this is usefulĀ could be whereĀ a product or service is sold, but there is a set-up or administration charge when purchasing that item.
Styling Price Table Subheadings
29 Jun 2019
Set the styling of sales quote price table sub-headings, using the Price Tables Settings controller.
Styling the Price Table Totals Section
29 Jun 2019
Each price table you create in your sales quotes will have a total section (unless you switch them off). The styling of the totals section is controlled by the Price Table Settings controller. 

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