Pricing Groups let you organize items in a pricing table into clear sections, each with its own subtotal, visibility controls, and pricing behavior. They're designed to make complex quotes easier for recipients to understand while giving you control over how pricing is calculated and displayed.

A Pricing Group is a section inside a pricing table that contains one or more products or services. Each group:

Pricing Groups don't change how individual products work. They only affect how items are grouped, calculated, and displayed to recipients. This is especially useful for complex proposals where you want to organize software, services, and support into separate cost categories.
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Pricing Groups act as calculation boundaries inside a pricing table. All items inside a group roll up into that group's subtotal. Discounts and taxes apply within each group independently, and then groups are combined into the Pricing Summary at the end of the table.

Important: If a group's pricing or subtotal is hidden, that group is excluded from the Pricing Summary total.

To add a new Pricing Group to your pricing table:

Your new group appears in the pricing table and is ready to receive items. You can add products from the Product Library or create manual line items within the group.

When editing a Pricing Group, you'll see a toolbar with action buttons at the top:
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The breadcrumb trail at the top shows your location: Pricing Table > [Group Name]. Click the group name to return to the pricing table level.

Click the Visibility button in the toolbar to access visibility settings for the group. You can control four separate aspects of what recipients see:

Summary Visibility controls whether the group subtotal and group summary line appear in the pricing table when recipients view the document. When enabled, recipients see a subtotal line at the bottom of the group. When disabled, the group still appears, but no subtotal is shown for that group alone, and the group is excluded from the final Pricing Summary total.
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Discount Details controls whether discount breakdowns and discount lines are visible within this group. When enabled, recipients see exactly what discount is applied and the discounted amount. When disabled, the discount is applied to the pricing, but the discount line itself is hidden—recipients see only the final price.
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Column Visibility lets you choose which pricing table columns are visible within each group. For example, you can hide the "Unit Price" column in one group but show it in another. This is useful when you want to display summary pricing for some items and detailed pricing for others. You can toggle visibility for:

Row Visibility controls which individual line items appear in the group. You can hide specific products or services from recipients while keeping them in your internal quote. This is useful when you want to include items in calculations but not display them to the buyer.
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You can move individual line items from one group to another without losing any data. Open the line item and select a different group from the dropdown menu. The item is instantly reassigned, and all calculations update automatically.

To move an entire group to a different position within the pricing table, click the Move button in the group toolbar and select the new position.

Click the Duplicate button to create an exact copy of this group, including all items, discounts, taxes, and visibility settings. The duplicate appears immediately below the original group and can be renamed and edited independently.

This is useful when you need similar groups with slight variations (e.g., "Year 1" and "Year 2" groups with the same structure but different pricing).

Click the Delete button to permanently remove a group and all its items from the pricing table. A confirmation dialog appears before deletion. Deleted groups cannot be recovered, so ensure no important pricing data is lost.

Note: If the group was contributing to the Pricing Summary, deleting it changes the final total.

Recipients see only what you choose to show them. When a group's summary is hidden, that group does not appear in the Pricing Summary calculation, even though its items may still be visible. When you hide specific columns (like Unit Price), only the visible columns appear in the recipient's view.

If you hide all rows in a group, the group name still appears, but no line items are shown. This is useful for grouping hidden charges or internal items.

Recipients cannot edit groups, items, or pricing. Pricing Groups are always read-only for anyone viewing the document.

Click the Move button in the group toolbar to change a group's position. Reordering only changes the visual order of the groups. It does not affect calculations, discounts, or totals—the Pricing Summary still combines all groups correctly.

Use Pricing Groups to reflect how buyers think about your offer, not how it is built internally. Group names should clearly communicate the category or type of service.

Common and effective group structures include:

Keep group names short and descriptive. Clear grouping improves readability, reduces confusion, and increases trust in your pricing. For multi-year deals, consider organizing by year (Year 1, Year 2, Renewal) rather than by service type, so the buyer clearly sees pricing progression.

Use Column Visibility strategically: show detailed unit pricing for custom services, but hide it for standard products. Use Row Visibility to keep internal cost allocations or hidden line items out of the recipient's view without affecting the final total.