Pricing Table settings let you control how pricing is calculated and what information is visible to recipients. Use these settings to adjust totals, discounts, tax, currency, and formatting.
Open Pricing Table settings
Click inside your Pricing Table in the Editor.
The formatting bar appears above the table.
Select Pricing table settings or Show/Hide pricing summary items.
This opens all configuration options for the table.
Manage visibility
You can choose which pricing details are visible to recipients.
Available options include:
Pricing summary – Shows the total section at the bottom of the table
Subtotal before tax – Displays the subtotal before tax is applied
Total tax for pricing groups – Shows combined tax when multiple groups are used
Subtotal – Displays subtotals per pricing group
Discount – Shows applied discounts
Tax – Shows tax values included in the total
Use visibility settings to simplify pricing or hide internal details.
Adjust calculation behavior
You can control how totals are calculated and updated.
Options include:
Automatic calculation – Totals update automatically when values change
Manual calculation – Enter totals manually
Set currency and formatting
You can control how prices are displayed.
From Pricing Table settings, you can:
Select a currency (for example, USD, EUR, or GBP)
Adjust number and currency formatting
If you use templates across regions, set these defaults at the template level.
Name and organize Pricing Tables
When using multiple Pricing Tables in one document, give each table a clear name.
Clear names help:
Identify tables in the Editor
Differentiate tables when using CRM integrations
Example names:
Subscription pricing
Implementation costs
Support and maintenance
Rename the pricing summary
You can rename the Pricing summary title to match your document language.
Click inside the Pricing Table.
Click the title and enter a new name, such as Quote total or Order summary.