Pricing Groups let you organize items in a pricing table into clear sections, each with its own subtotal, visibility controls, and pricing behavior. They are designed to make complex quotes easier to understand for recipients while giving you control over how pricing is calculated and displayed.
What a Pricing Group is
A Pricing Group is a section inside a pricing table that contains one or more products or services. Each group:
Has its own subtotal
Can have its own discounts and taxes
Can show or hide pricing details independently
Contributes to the final Pricing Summary if pricing is visible
Pricing Groups do not change how individual products work. They only affect how items are grouped, calculated, and shown.
How Pricing Groups work
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 only within the group
Groups are then combined into the Pricing Summary at the end of the table
If a group’s pricing or subtotal is hidden, that group is excluded from the Pricing Summary.
Adding items to Pricing Groups
Each Pricing Group can contain any combination of:
Manually added products or services
Products added from the Product Library
Items inside a group behave the same as items in a standard pricing table, including quantity, unit price, and amount calculations.
Controlling visibility per Pricing Group
Visibility settings apply at the group level and do not affect other groups in the same pricing table.
You can control whether a Pricing Group shows:
Discounts
Group subtotal (Pricing group summary)
Individual product columns, including custom columns
These controls are useful when you want to simplify what recipients see or hide internal pricing details.
Subtotals and Pricing Summary behavior
Each Pricing Group can display a subtotal at the bottom of the group.
Group subtotals show the total for that group only
The Pricing Summary combines subtotals from all groups with visible pricing
If a group’s pricing or subtotal is hidden, it will not be included in the Pricing Summary total.
Reordering Pricing Groups
Pricing Groups can be reordered within the pricing table.
Reordering only changes the visual order of the groups. It does not affect calculations, discounts, or totals.
Recipient experience
Recipients:
Can view Pricing Groups and their contents
Cannot edit groups, items, or pricing
See only the pricing details that are enabled for each group
Pricing Groups are always read-only for recipients.
Best practices for using Pricing Groups
Use Pricing Groups to reflect how buyers think about your offer, not how it is built internally.
Common and effective structures include:
Software
Implementation Services
Support or Maintenance
Keep group names short and descriptive. Clear grouping improves readability, reduces confusion, and increases trust in the pricing.