In order to display your Quote Grouping on a Quote Document Template, you will need to configure a Subtotals Table. For more information about quote grouping, take a look at our Adding Quote Groupings to a Quote Record article.
To configure your Subtotals Table, you will require Prospect Administrator rights. If you require these then please speak to your key CRM Admin user or our Customer Services Team.
Step 1: Navigate to the Settings Centre
To edit your Quote Tables, click on the cog icon in the bottom left-hand corner to take you to the Settings Centre.
Once within the Settings Centre, navigate to the 'Emails & Documents' section and scroll down until you reach the Quote Tables configure option.
Step 2: Create a New Quote Table
By selecting the 'Click to Configure' link, the Configure Quote Tables window will open. Within this window all of your current Quote Tables will be listed. To add a new one, click on the '+' icon in the top right-hand corner.
You will then be asked to add information about the new quote table. The description will help you to identify which Quote Table this is, so it's important that this has a relevant name. The Style Name will be the Word style that the Quote Table will be displayed in. Finally, click the 'Subtotals' option for the Table Type. Once happy with the information entered, click 'Create.'
The New Quote Table will then be added to the configure window, here we will need to fill out further information about the Subtotals Table. Click on the pencil icon to view these additional options, this will open a side panel.
Within the side panel you can choose what Price Fields are shown within the Subtotals Table.
Now that you have created the Subtotals Table, we need to assign this to the Lines Quote Table used within your Quote Document Template. For example, we may use the 'B2B Quote Lines' Quote Table on our Document Template. To assign the Subtotal Quote Table, click on the pencil icon of the Quote Lines table.
Within the side panel, we can select the Subtotals Quote Table that we have just created from the Subtotals Configuration drop-down.
Finally, you can assign a Word style for the Group Title. For example, this might be Heading 1. Now that you have configured your Subtotals Quote Table, you will be able to display the Quote Groupings added on your Quote Document Template.