Once you’ve added a Pricing Table, you can customize how it behaves and what information is visible.
The Formatting Bar lets you manage currency, calculation rules, and visibility — so your quotes always look clear and professional.
Step 1: Open the Pricing Table settings
Click inside your Pricing Table in the Editor.
The Formatting Bar will appear above or next to the table.
Click Show/Hide Pricing Group Items or Pricing Table Settings to access configuration options.
This is where you control all formatting and calculation preferences for your table.
Step 2: Manage visibility
Decide which details your recipients should see. You can toggle each item on or off.
Available summary options:
Pricing Summary – Shows the total section at the bottom of your table.
Subtotal before tax – Displays the subtotal amount before taxes are applied.
Total tax for pricing groups – Shows a combined tax total when you have multiple groups in one table.
Subtotal – Displays the subtotal for each pricing group.
Discount – Shows total discount applied (either per product or at summary level).
Tax – Displays tax value included in the total price.
Use this to simplify the view for recipients or keep certain details internal.
Step 3: Adjust calculation and behavior
You can choose how your Pricing Table calculates totals and updates values.
Options include:
Automatic calculation – Update totals instantly as you adjust values.
Manual calculation – Enter totals yourself for custom setups.
Discount and Tax levels – Apply discounts and tax at the product, group, or table level.
For more on applying discounts and tax, see Adding Discounts and Taxes.
Step 4: Set currency and formatting
Ensure your pricing is shown correctly for each region or client.
You can:
Choose your currency (e.g., USD, EUR, GBP).
Adjust formatting.
If you use templates across regions, set these defaults at the template level for consistency.
Step 5: Rename your pricing summary
You can rename the Pricing summary title to better match your document tone.
Click inside your Pricing Table.
Scroll to the Pricing summary section.
Click the title “Pricing summary” and type your preferred heading — for example, “Quote total,” “Order summary,” or “Total investment.”
This helps tailor your proposal to your brand language or customer expectations.
Step 6: Name and organize your tables
When you have multiple Pricing Tables in a document, give each one a clear name for easy reference — especially when connecting pricing data to CRM integrations.
Examples:
“Subscription Pricing”
“Implementation Costs”
“Support & Maintenance”
Best practice
Keep only the necessary details visible to recipients. Use hidden columns for internal fields like internal discounts or cost breakdowns.
Always name your tables clearly if you’re using CRM or template integrations.
Next step
Continue to Pricing Groups in Pricing Tables to learn how to structure your pricing into clear, readable sections.