The Pricing Table Summary is a standalone element that combines totals from multiple pricing tables into one summarized view. It is designed for documents that contain separate pricing sections but need a single combined overview.
What the Pricing Table Summary is
The Pricing Table Summary is not part of a pricing table.
It is a separate element that:
Collects totals from multiple pricing tables in the same document
Displays each table as a summarized row
Optionally shows a combined total sum
It updates automatically when pricing tables change.
When to use a Pricing Table Summary
Use a Pricing Table Summary when:
Your document contains more than one pricing table
You want to separate pricing sections (for example, Subscription and One-time)
You need a single total view for review or approval
It is commonly placed near the end of a document or close to the signature section.
How pricing tables are included
Each pricing table in the document can be included or excluded from the summary.
Only pricing tables that are enabled in the summary settings contribute to the displayed values.
Disabled tables are ignored entirely and do not affect the summary.
Displayed values and totals
For each included pricing table, the summary displays:
The pricing table name
The total amount from that table
An optional Total sum row can be shown to combine all included table totals into one final amount.
Calculation behavior
The Pricing Table Summary reflects the final totals of each pricing table.
This includes:
Pricing Group calculations
Discounts and taxes
Optional products and variable quantities
The summary does not introduce new calculations.
Layout and placement
The Pricing Table Summary can be placed anywhere in the document layout.
Moving the summary does not affect pricing behavior or calculations.
Recipient experience
Recipients can view the Pricing Table Summary and its totals.
They cannot edit which tables are included or change summary settings.
Best practices
Use clear and descriptive pricing table names so summary rows are easy to understand.
Exclude internal or non-customer-facing pricing tables from the summary.
Place the summary close to the final approval or signature section for clarity.