Pricing groups split a pricing table into sections, each with its own subtotal, visibility settings and recipient selection rule. They make complex quotes easier for recipients to read while you keep control of how each part is calculated and shown. This article covers creating and managing groups, the group toolbar, visibility, recipient selection, and what your recipient sees.
What a pricing group does
A pricing group is a section of a pricing table that holds one or more products or services. Each group:
Has its own subtotal
Shows or hides pricing details independently
Contributes to the final pricing summary when its pricing is visible
Has its own recipient selection rule for optional products
Can be locked, duplicated or reordered without affecting calculations
Groups don't change how individual products work. They decide how items are grouped, calculated and shown. They're especially useful in complex proposals where you want to separate software, services and support into their own cost categories.
How groups are calculated
Each group is a calculation boundary. Every item in a group rolls up into that group's subtotal. Discounts and taxes apply within each group independently, then the groups are combined in the pricing summary at the end of the table.
Note: If a group's pricing or subtotal is hidden, that group is left out of the pricing summary total.
Create a pricing group
Open the pricing table in the editor.
Click + Add pricing group in the toolbar.
Enter a group name, for example "Software", "Implementation" or "Support".
The new group appears in the pricing table, ready for items. Add products from the Product Library or create manual line items in it.
The group toolbar
When you select a group, a toolbar appears at the top:
Back: returns to the pricing table overview.
+ Add pricing group: creates a new group at the same level.
Visibility: controls what recipients see, i.e., pricing group summary, discount details, column (properties) visibility, and row (products) visibility.
Settings: opens Configure pricing group, where you choose what recipients can do with the products in the group.
Move: changes the group's position in the pricing table.
Lock: prevents accidental edits to the group.
Duplicate: copies the group with all its settings and items.
Delete: removes the group permanently.
The breadcrumb at the top shows where you are: Pricing Table > [Group name]. Click a level in the breadcrumb to go back to it.
Control what recipients see
Click Visibility in the group toolbar. You can control four things separately.
Summary visibility
Decides whether the group subtotal and summary line appear. When it's on, recipients see a subtotal line at the bottom of the group. When it's off, the group still appears, but without a subtotal, and it's left out of the final pricing summary total.
Discount details
Decides whether discount lines are visible in the group. When it's on, recipients see which discount applies and the discounted amount. When it's off, the discount still applies, but only the final price is shown.
Column visibility
Lets you choose which columns appear in each group. For example, hide Unit Price in one group and show it in another, to show summary pricing for some items and detailed pricing for others. You can switch each of these on or off:
Unit Price
Quantity
Amount
Discount, if used
Tax, if used
Any custom columns you've added
Row visibility
Lets you remove individual line items from the pricing group.
Choose what recipients can select
Each group has a recipient selection rule for its optional products.
Select the group.
Click Settings in the group toolbar.
In Configure pricing group, go to Recipient selection and choose an option.
Include everything: all products are in the quote. Recipients can't change the selection.
Recipients pick any: recipients select any number of products, or none.
Recipients pick one: recipients must select exactly one product.
Recipients pick one or none: recipients select a single product, or skip the group.
A new group starts on Include everything and switches to Recipients pick any when you mark a row optional. Recipient selection can only be changed while the document is a draft. For defaults, what recipients see, and how this works with row settings, see Variable quantity and optional products.
Move items and groups
To move a line item to another group, open the line item and choose a different group from the dropdown. The item moves straight away with its data, and all calculations update.
To reorder groups, click Move in the group toolbar and choose the new position. Reordering only changes the order on the page. Calculations, discounts and totals stay the same, and the pricing summary still combines every group correctly.
To reorder rows, drag a product row to its new position.
To reorder columns, drag a column header to its new position. Name always stays first and Amount always stays last, so neither can be moved. You can still move a column one step at a time from its column menu.
Duplicate a group
Click Duplicate to copy the group with all its items, discounts, taxes and visibility settings. The copy appears directly below the original, and you can rename and edit it independently. It's useful for similar groups with small differences, such as "Year 1" and "Year 2" with the same structure but different prices.
Delete a group
Click Delete to remove the group and all its items. A confirmation appears first. A deleted group can't be recovered, so check that you don't need its pricing before you confirm.
Note: If the group counted towards the pricing summary, deleting it changes the final total.
What your recipient sees
Recipients only see what you choose to show:
When a group's summary is hidden, the group is left out of the pricing summary, even if its items are visible.
When you hide columns, such as Unit Price, only the visible columns appear.
When you hide every row in a group, the group name still appears without line items. This is useful for grouping hidden charges or internal items.
Recipients can't edit groups, items or prices. The only changes they can make are the ones you allow: selecting optional products within the group's recipient selection rule, and changing quantities on rows with variable quantity.
Best practices
Group the way buyers think about your offer, not the way it's built internally. Clear group names tell the recipient what each part is. Common structures:
Software: license and platform costs
Implementation services: setup, configuration and training
Support or maintenance: ongoing support and SLA coverage
Keep group names short and descriptive. Clear grouping improves readability, reduces confusion and builds trust in your pricing.
For multi-year deals, group by year (Year 1, Year 2, Renewal) rather than by service type, so the buyer sees how pricing progresses.
Use column visibility deliberately. Show unit pricing for custom services and hide it for standard products.
Use row visibility for internal items. Keep cost allocations or hidden line items out of the recipient's view without changing the total.
Put alternatives in their own group. If the recipient should choose one of several packages, place them in one group and set it to Recipients pick one.