Reviewing Totals

Quoteworks automatically calculates your quote totals as you add and edit line items. You never need to manually add up prices — everything updates in real time.

How totals are calculated

• Each section shows a subtotal based on the items it contains (quantity × unit price for each item).
• The grand total at the bottom of the quote sums up all sections.
• Items that are disabled (toggled off) are not included in the totals.
• If a customer has toggled optional items on or off, the totals reflect their selections.

Totals by billing type

When your quote contains items with different billing types (one-time, monthly, annual, etc.), the totals section breaks them down separately. For example, you might see:

• $15,000 one-time
• $500/mo monthly
• $2,400/yr annual

This makes it easy for your customer to understand exactly what's charged once and what recurs.

Section subtotals

Each section in the quote shows its own subtotal. If you're using bundle pricing, the section shows the fixed bundle price instead of summing individual items.

Where totals appear

Totals are visible in several places:

• In the editor — as you build the quote, you can see running totals update in real time.
• On the published quote — your customer sees a clear pricing summary at the bottom.
• In the PDF — the downloaded PDF includes the full pricing breakdown.
• On the quotes list — each quote card shows the total amount for quick reference.

Tips

• Double-check before publishing. Review the totals to make sure quantities and prices are correct.
• Use the billing type breakdown to ensure recurring costs are clearly communicated.
• Disable items you want to show but not include in the price — for example, optional add-ons that the customer can choose to enable.