Quote sections

The Quote section of the editor holds the commercial content of the quote. Lines are always grouped in sections. This page lists the section types and their settings. For step-by-step instructions, see Build quote sections.

Section types

Type	Added with	Content	Header
Product section	+ Product section	One-off products	One-off badge, Item (n), section total
Plan section	+ Plan section	Recurring products, organized in phases	Recurring badge, amount /mo, TCV:
Bundle sections	+ Import bundle	The sections and products of a bundle from the quote’s catalog	Same as the imported section type

Optional sections show an Optional badge. Depending on your subscription and template, you may also see + Add configurated (a section built from a configured product) and + Content section. Content sections built from content blocks are managed in the General Information section of the editor.

Line columns

Column	Description
Name	Product name, reference, and badges (Optional, Quantity Editable, Pay-as-you-go)
Qty	Quantity. Shows hints such as “Quantity between 1 and 10” when limits apply
U. Price	Unit price from the pricebook, editable. The pricing icon opens the pricing model
Discount	Line discount in percent or fixed amount
Net U. Price	Unit price after line discounts
Line Total	Net unit price × quantity

Hovering a line total shows the breakdown: Line-item discounts:, Taxes:, Line:, Global discount:, Final:.

Section settings

Open with Section settings (product section) or Plan settings (plan section).

Setting	Values	Description
Title	Text	Name of the section shown to the customer
Billing frequency	Your billing frequencies	Plan sections only. Billing period of the plan
Type	Standard, Optional	An optional section is included only if the customer selects it in the Dealroom
This optional pack is selected	On / Off	Optional sections only. Preselects the section for the customer
Display	Line	Display mode of the lines
Hide line item’s price details	On / Off	The columns containing price information are empty
Hide subtotal	On / Off	Hides the section subtotal
Metadata	Key / Value pairs	Free data stored on the section

Phases

Plan sections contain phases, added with + Add a phase.

Setting	Options
Start (Estimated date)	Sign day, Delay (days after signature), Date, or the previous phase’s end
End	Forever, Duration (Days, Weeks, Months, Years, or a Preset: 1 month, 6 months, 1 year, 2 years, 3 years), Date

A phase that ends Forever must be the last one and can’t be duplicated.

Section actions

Action	Effect
Move section	Drag to reorder sections
Duplicate section	Copies the section and its lines
Remove section	Deletes the section and its lines
+ Add a line	Opens Add a line to add products to the section or phase
Duplicate phase, Remove phase	Copy or delete a phase of a plan section

Build quote sections

Create and configure sections step by step

Configure line items

Line settings and pricing models

Quote anatomy

The full structure of the quote editor

Create a bundle

Prepare bundles to import into quotes

Quotes

Catalog & Products

Customers

Templates

Approvals & Workflows

Dealroom

Documents & Models

Settings (Admin)

Data migration

Data Model

Troubleshooting

Quote sections

Section types

Line columns

Section settings

Phases

Section actions

Build quote sections

Configure line items

Quote anatomy

Create a bundle

​Section types

​Line columns

​Section settings

​Phases

​Section actions

​Related

Build quote sections

Configure line items

Quote anatomy

Create a bundle

Section types

Line columns

Section settings

Phases

Section actions

Related