Availability: Business and Enterprise plans
Note: This experience is being gradually rolled out. If you don't see these features in your account yet, please reach out to our Support team.
Inline quote offers a spreadsheet-like editing experience, so you can navigate and edit your quote using either your keyboard or mouse — whichever feels more natural.
Editing cells
To start editing a cell, select it and press Enter, or simply start typing to replace its current value. You can also click directly into a selected cell to place your cursor at a specific position.
To save your changes and move to the next cell, press Tab while editing. To cancel editing and deselect the cell, press Escape.
Navigating between cells
Use the arrow keys to move up, down, left, or right between cells. Press Tab to move to the next cell, or Shift+Tab to move to the previous one.
Note: Pressing Tab on the last cell of the last row automatically creates a new row.
Selecting cells
Click any cell to select it. To select a range, hold Shift and click a second cell — all cells in the rectangular area between them will be highlighted with a green border. Selection works across both regular rows and bundle rows.
Copy, cut, and paste
You can copy, cut, and paste cell content using standard keyboard shortcuts or via the row action dropdown menu.
Action | Shortcut |
Copy | Ctrl/Cmd+C |
Cut | Ctrl/Cmd+X |
Paste | Ctrl/Cmd+V |
You can also paste data directly from external spreadsheets in TSV format. Pasted rows are treated as independent line items, so linked product metadata is not carried over.
Note: Values that don't match the expected field type (for example, text pasted into a numeric field) are skipped. If pasted data exceeds the number of columns in your quote, the extra columns are clipped. Undo is not currently supported for paste operations.
Duplicating rows
To duplicate one or more rows, select them and press Ctrl/Cmd+D, or use the row action dropdown menu. Duplicated rows appear immediately below your selection with all field values copied — name, price, quantity, description, and so on. If you duplicate a bundle, the entire bundle is duplicated as a unit.
Reordering rows and columns
You can rearrange rows and columns in your inline quote by dragging them to a new position — no need to use Move row up or Move row down repeatedly.
Reorder rows
Hover over the row you want to move. A drag handle appears on the left side of the row.
Click and drag the row up or down to the desired position. A visual indicator shows where the row will land.
Release to drop the row into place.
Note: Dragging a bundle row moves the entire bundle — all child rows included — as a single unit. You can drag rows between sections within the same inline quote.
Reorder columns
Hover over the column header you want to move. A drag handle appears.
Click and drag the column left or right to the desired position. A visual indicator shows where the column will land.
Release to drop the column into place. The new order applies across all rows in your quote.
To undo a row or column move, press Cmd+Z (Mac) or Ctrl+Z (Windows).
Keyboard shortcut reference
Shortcut | Action |
Arrow keys | Navigate between cells |
Tab / Shift+Tab | Next / previous cell |
Enter | Edit selected cell |
Escape | Exit edit mode |
Ctrl/Cmd+C | Copy |
Ctrl/Cmd+X | Cut |
Ctrl/Cmd+V | Paste |
Ctrl/Cmd+D | Duplicate row(s) |
Delete / Backspace | Clear selected cells |
Ctrl/Cmd+Z | Undo |