Understanding discount and tax levels in pricing tables
Pricing tables in GetAccept support discounts and taxes at multiple levels, giving you precise control over how pricing is calculated and displayed to recipients. You can apply discounts at the table level, group level, and individual product level, with taxes calculated on the final adjusted amount.
Discounts and taxes are applied in a specific order to ensure transparent and predictable totals:
Product prices and quantities are calculated
Product-level (row-level) discounts are applied
Pricing Group discounts are applied
Taxes are calculated on the adjusted subtotal
Understanding this calculation order helps you structure pricing accurately for different deal scenarios.
Table-level adjustments: Subtotal, Discount, and Tax
Table-level settings control which summary rows appear at the bottom of your pricing table. These toggles are found in the Pricing Table Settings and affect what recipients see in the final pricing display.
You can enable or disable the following rows:
Subtotal: Shows the total before any discounts or taxes are applied. Useful when you want to highlight the list price before reductions.
Discount: Displays the combined discount amount from all product-level and group-level discounts. Toggling this off hides the discount row but does not remove the discount from the calculation.
Tax: Shows the tax amount calculated on the adjusted subtotal. This row only appears if tax is configured and enabled.
Only visible and enabled items are included in the displayed totals. For example, if you disable the Subtotal row, recipients see only the final total after discounts and taxes.
Product-level discounts: Row-by-row adjustments
A product-level discount applies to a single product row in your pricing table. This is the most granular discount level and is useful for one-off adjustments or custom offers.
To add a product-level discount:
Click on the product row you want to discount
Enter a discount value in either percentage (%) or fixed amount format
The discount immediately reduces that product's subtotal
Product-level discounts:
Reduce only the selected product's amount
Are shown inline on the product row when visible
Are calculated before group-level discounts
Can be edited by you (the sender) before sending; recipients cannot change them
If you want to discount an entire category of products at once, use a Pricing Group discount instead.
Pricing Group discounts: Category-level adjustments
A Pricing Group discount applies to every product within a specific group. This is useful for bundles, packages, or service categories where you want to apply a single discount to multiple related products.
To configure a group-level discount:
Open the Pricing Group settings (right-click the group or use the group menu)
Toggle Discount Details to show or hide the discount information
Enter a discount value as a percentage or fixed amount
Group-level discounts:
Apply to all products within the group
Are calculated after product-level discounts but before taxes
Can be displayed or hidden via the Discount Details toggle
Are useful for tiered pricing, volume discounts, or bundled offers
When you enable the Discount Details toggle, recipients see the group discount amount. When disabled, the discount is still applied to the calculation but not shown as a separate line item.
Tax configuration and calculation
Taxes are calculated on the final subtotal after all product-level and group-level discounts have been applied. This ensures tax is applied only to the net price, not the original list price.
To enable and configure tax:
Open the Pricing Table Settings
Toggle Tax to enable tax rows in the summary
Enter a tax rate as a percentage or fixed amount
Choose whether to show the tax row to recipients
Tax visibility and behavior:
Tax is calculated after discounts are applied
You can show or hide the Tax row in the pricing summary
The Subtotal row (before tax) can be enabled separately to show the net price
Tax amount is always included in the final total, regardless of visibility
Recipients cannot edit or change tax settings
Showing the Subtotal row helps recipients understand the pricing breakdown: list price → discount → subtotal → tax → final total.
Pricing Summary visibility: What recipients see
The Pricing Table Settings control which summary rows and totals appear when recipients view the pricing table. You have independent control over each row.
You can show or hide:
Subtotal before discounts: The original sum before any reductions
Discount row: The combined discount amount (product-level + group-level)
Subtotal after discounts: The adjusted price before tax
Tax row: The tax amount
Final total: The amount due (almost always shown)
Example transparency approach: Show Subtotal → Show Discount → Show Subtotal After Discount → Show Tax → Show Final Total. This gives recipients full visibility into how the price was calculated.
Example simple approach: Hide intermediate rows and show only the Final Total. This is common for simple proposals where you don't want to highlight discounts.
How recipients interact with discounts and taxes
Recipients can view applied discounts and taxes when they are visible in the pricing table, but they cannot edit any discount, tax, or calculation settings.
All discount and tax controls are editor-only:
Recipients see the final calculated prices
Recipients see discount amounts if the Discount row is enabled
Recipients see tax amounts if the Tax row is enabled
Recipients cannot adjust discounts, change tax rates, or modify pricing logic
This ensures pricing integrity throughout the deal process. If you need to adjust pricing after sending, you can edit and republish the document, or create a new version for recipients to review.
Related articles
For more information on pricing tables and their configuration: