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Add Products to a Pricing Table

Learn how to add, edit, and manage product rows in pricing tables with quantities, images, and optional settings.

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When you build a pricing table in GetAccept, you add individual products or services as rows. Each row contains fields for the product name, price, quantity, and other details. You can add products manually, pull them from your Product Library, and customize each row to match your proposal.

Understanding product rows

A product row is a single line item in your pricing table. Each row represents one product or service and includes editable fields for:

  • Product name

  • Description (optional — appears below the product name)

  • Price

  • Units/quantity

  • Amount (auto-calculated if enabled)

  • Product image (optional)

  • SKU (optional — for internal reference)

The Amount field updates automatically when automatic calculation is enabled. You control how each row behaves using the row settings panel (accessed via the settings icon next to each product row).

Adding a new product row manually

You can add products directly into a pricing table without using the Product Library. Manual products are fully editable and not linked to any saved templates.

To add a manual product row:

  1. Open the pricing table in the Editor

  2. Click the + Add product button at the bottom of the table

  3. Enter the product name in the Name field

  4. Enter the price in the Price field

  5. Enter the quantity in the Units field (or leave it as 1)

  6. Optionally, add a description below the product name for context

  7. Click outside the row or press Enter to save

Manual products are ideal for one-off services, custom line items, or products not yet in your Product Library.

Adding products from the Product Library

If you've created products in your Product Library, you can insert them into pricing tables with pre-filled names, prices, and properties. This ensures consistency across documents and saves time.

To add a product from the library:

  1. Click the + Add product button in the pricing table

  2. Select From Product Library (or similar option)

  3. Choose the product you want to add from the available list

  4. Click to insert — the row populates with saved product data

After adding a product from the library, you can still edit the row:

  • Units/quantity

  • Description

  • Price (for this proposal only — does not change the library product)

Making changes to a library product row does not modify the original product in your Product Library. Each proposal maintains its own copy of the product data.

Editing product row details

Each product row can be edited directly inside the pricing table. Click on any field to make changes.

Fields you can edit:

  • Product name

  • Description (text below the name)

  • Price value

  • Units/quantity

  • SKU (if visible)

If automatic calculation is enabled in your pricing table settings, the Amount field updates automatically based on Price × Units.

Row settings panel

Each product row has a settings icon (gear or three-dot menu) that opens a settings panel. This panel controls how the row behaves in the table.

Common row settings include:

  • Optional quantity — When enabled, the recipient can set the quantity to zero or leave the row unchecked, effectively removing it from the total. Use this for add-on products or optional services.

  • Variable quantity — When enabled, the recipient can change the quantity in the document. Use this for flexible orders where the buyer decides volume. When disabled, the quantity is locked and read-only for recipients.

  • Apply discount — Apply a percentage or fixed-amount discount at the product row level. The discount reduces the row's subtotal and the overall table total.

  • Hide row — Visually hide the row from recipients while keeping it in the table for internal tracking.

Access the row settings by clicking the icon next to the product row. Changes apply immediately to that row only.

Adding and managing product images

You can attach an image to each product row to provide visual context. Product images appear as small icons or thumbnails next to the product name.

To add a product image:

  1. Click on the product row to open it for editing

  2. Look for the image upload icon or "Add image" button

  3. Select an image file from your computer (PNG, JPG, or GIF recommended)

  4. The image appears next to the product name in the table

To replace or remove an image:

  1. Click the image icon next to the product row

  2. Select a new image to replace it, or delete to remove it

Recipients can see product images in the pricing table but cannot upload or change them.

Applying product-level discounts

You can apply a discount directly to a single product row without affecting the rest of the table. Row-level discounts reduce the product's subtotal and flow into the overall table total.

To apply a discount to a product:

  1. Click the row settings icon next to the product

  2. Select Apply discount

  3. Choose discount type: percentage (%) or fixed amount ($)

  4. Enter the discount value

  5. Click Save — the amount recalculates automatically

Row-level discounts are visible to recipients and clearly labeled in the pricing table. For more information on table-level discounts and taxes, refer to the Adding Discounts and Taxes article.

Reordering product rows

You can change the order of products in your pricing table by moving rows up or down.

To reorder products:

  1. Hover over the product row you want to move

  2. Look for the drag handle icon (six dots or arrow icon)

  3. Click and drag the row up or down to the desired position

  4. Release to save the new order

The order you set appears both for you and for recipients viewing the document. Reordering does not affect calculations or summaries.

Duplicating a product row

You can duplicate an existing product row to quickly add a similar item with the same or modified details.

To duplicate a product row:

  1. Click the row settings icon next to the product

  2. Select Duplicate

  3. A copy of the row appears directly below the original

  4. Edit the new row's name, price, quantity, or other fields as needed

Duplicating is useful for tiered pricing (e.g., Year 1, Year 2, Year 3 of a subscription) or offering similar products at different price points.

Deleting a product row

You can remove a product row from the pricing table at any time.

To delete a product row:

  1. Click the row settings icon next to the product

  2. Select Delete or the trash icon

  3. Confirm the deletion if prompted

  4. The row is removed and the total recalculates

Deleting a row removes it from the table permanently. The product remains in your Product Library (if it was added from there) and can be added back later.

How pricing calculations work

GetAccept automatically calculates row amounts and table totals when automatic calculation is enabled.

Calculation logic:

  • Row Amount = Price × Units (minus any row-level discount)

  • Subtotal = Sum of all visible row amounts

  • Table Total = Subtotal + taxes (if configured) + any table-level discounts

Only visible, enabled rows are included in the total. If a row is hidden or marked as optional and unchecked, it does not affect the calculation. When recipients adjust variable quantity fields, the table recalculates in real time.

Recipient experience with product rows

Recipients can view all product rows and pricing details in your document. Depending on row settings, they may also be able to:

  • Adjust quantities (if variable quantity is enabled)

  • Check or uncheck optional products

  • See product images and descriptions

Recipients cannot edit product names, base prices, or other locked fields. All row-level and table-level discounts are visible and labeled clearly for transparency.

Best practices for managing product rows

  • Use the Product Library for recurring items. If you use the same products across multiple proposals, store them in your library for consistency and faster builds.

  • Keep product names clear and concise. Avoid jargon or internal terminology that may confuse buyers.

  • Add descriptions for complex products. A brief description under the product name helps recipients understand what they're buying.

  • Set optional and variable quantity wisely. Use optional for add-ons and variable for items where the buyer chooses volume. Lock quantities for fixed-price services.

  • Apply row-level discounts sparingly. Too many discounts at different levels can confuse pricing logic. Consider table-level discounts for overall adjustments.

  • Use product images for visual appeal. High-quality product images increase buyer confidence and engagement.

  • Test before sending. Always preview your pricing table as a recipient would to ensure calculations, discounts, and formatting appear correct.

Related articles

For more details on pricing table setup and advanced features, see:

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