Pricing Table settings let you control how pricing is calculated and displayed to recipients. Use these settings to adjust table names, enable automatic calculations, set currency formatting, and control decimal precision.

The Pricing Table settings modal has two main tabs that help you customize how your pricing appears:

These settings control both how the pricing table functions and what recipients see when they open your document.

To open Pricing Table settings:

This panel shows a live preview of your pricing table as you make adjustments, so you can see changes immediately.

The General tab contains two key settings:

Give your Pricing Table a clear, descriptive name. This name helps you identify the table in the Editor if you have multiple pricing tables in one document. Clear names also assist when setting up integrations or configuring pricing groups. For example: "Standard Package," "Year 1 Pricing," or "Implementation Costs."
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Toggle Automatic calculation to control how totals update when values change.

When enabled — Totals recalculate automatically whenever a recipient changes a quantity, discount, or other value in the pricing table. This keeps the total synchronized with the entered data in real time.

When disabled — Totals remain fixed and do not update based on recipient input. Use this when you want the total to be sender-controlled and not responsive to recipient changes.

The Currency and Formatting tab controls how prices are displayed throughout your pricing table.

Use the currency dropdown to choose how prices are formatted and which symbol displays. Available options include USD, EUR, GBP, and many others. Select the currency that matches your pricing region or customer location. This setting affects the currency symbol and formatting that recipients see.

The formatting dropdown controls how the currency symbol and price values are arranged. Options vary based on currency selection — for example:

Choose the format that matches your regional conventions and document style.

Set how many decimal places appear in the price/unit column using the + and − buttons. You can display between 0 and 10 decimal places. For example:

Adjust decimal precision to match your pricing structure and how precisely you need to show unit costs.

As you adjust settings in the Currency and Formatting tab, the preview panel updates in real time. Watch the preview to see exactly how your pricing table will appear to recipients before you save your changes. This helps you confirm currency formatting, decimal precision, and overall appearance are correct.

Pricing table settings determine the display of calculations and formatting, but you can also control which pricing details are visible to recipients. For example, you can hide tax breakdowns or discount amounts while keeping the final total visible. These visibility controls are separate from these settings — see Add a Pricing Table for information on managing what recipients see in your pricing table.

Pricing Table settings give you control over how your pricing appears and behaves. Use the General tab to name your table and choose automatic calculation behavior. Use the Currency and Formatting tab to set currency symbol, formatting style, and decimal precision. Test your settings using the live preview before finalizing your document.

For related setup tasks, see Adding Discounts and Taxes, Pricing Groups in Pricing Tables, and Add Products to a Pricing Table.