The Pricing Table element in GetAccept’s Editor makes it easy to present and calculate pricing for your products and services. Whether you're sending quotes, proposals, or agreements, this feature allows you to seamlessly add products, apply discounts and automatically calculate totals—all while keeping everything clear and easy for your recipients to review.
How to Add a Pricing Table
Click on the blue [+] symbol in the Editor toolbar.
Select “Pricing Table” from the dropdown list of elements.
Pricing Table Settings
Once you’ve added the Pricing Table, click inside it to open the Formatting Bar. This toolbar allows you to:
Show/Hide Pricing Summary Items
Pricing Summary: Toggle the visibility of the total price.
Discount: Enable or disable the display of any discounts applied to the products, whether as a percentage or flat value.
Tax: Choose to show or hide tax calculations, allowing for transparency regarding additional charges.
Pricing Table Settings
Pricing Table Name: Helps identify and differentiate multiple pricing tables, especially for CRM integrations.
Currency: Specify the currency for your pricing to ensure it aligns with your requirements.
Formatting: Adjust the formatting options to suit your pricing.
Automatic Calculation: Enable or disable automatic calculations for totals, giving you the flexibility to either rely on real-time updates or make manual changes as needed.
Pricing Group
A Pricing Group is a way to organize and categorize products or services within the Pricing Table in GetAccept. Each group can contain multiple products, each with its own quantity, price, discounts, and taxes. Grouping products makes it easier for your clients to understand how costs are structured and provides a clearer view of the total price for different categories.
For example, you can create pricing groups for:
Product Categories: Software, Hardware, Services
Regions: North America, Europe, Asia
Service Levels: Basic, Standard, Premium
How to Create a Pricing Group in the Pricing Table
Start by adding a Pricing Table to your document if you haven’t already. Here’s how:
Click "Add New": In the existing Pricing Table, click on the [+ Add New] button.
Select "Pricing Group": From the dropdown, choose Pricing Group. A new pricing table will appear under the current one.
Name the Group: Give the group a meaningful name that reflects the contents (e.g., “Hardware,” “Services,” “Software Licenses”).
You’ll now see a new pricing table under the existing one, which is treated as a separate group. This new group can contain its own set of products, pricing, and configurations.
Pricing Group Settings
To access the Show/hide pricing group items settings, click on the "Untitled" label (or the name you've already assigned to the pricing table). This will open the configuration menu where you can customize the visibility of various columns for your pricing groups.
Available options:
Price: Toggle the product price column on or off.
Units: Show or hide the quantity of products.
Tax: Choose whether to display the tax column.
Total Price: Display or hide the total price for each product.
Subtotal: Show or hide the subtotal for the pricing group.
Discount: Enable or disable the discount column to show discount on each product.
Add new column
You can also add new columns from this menu to further customize the table
Adding Products to a Pricing Table
Product Row
Click the "+ Add new" button at the bottom of the table to manually add a product row.
From Product Library
The From Product Library option enables you to quickly add items from your pre-defined product library to the Pricing Table. This streamlines the input process, ensuring consistency in pricing and descriptions, especially useful for frequently used products.
Read more about: Product library
Add Pricing Group
The Add Pricing Group feature allows you to categorize related products and services. By grouping items together, you can present subtotals for each category, enhancing clarity for your clients and helping them understand costs better.
Within a Product Row, You Can Add:
Product Name: Define the name of the product for easy identification.
Description: Provide a brief description to give context and details about the product.
SKU: Enter a Stock Keeping Unit (SKU) for inventory management and tracking purposes.
Adding Discount and Taxes
In GetAccept’s Pricing Table, you can enable discounts and taxes in two ways:
For Individual Products
Steps:
Click on the "Untitled" label (or the name you've already assigned to the pricing table)
In the product row settings, select discount or tax.
Enter the discount as either a percentage or a fixed amount. Similarly, add the tax rate.
Use Case: This is useful when you want to apply discounts or taxes to specific products individually, rather than to the entire proposal.
For the Entire Pricing Table (Summary Level)
Steps:
Scroll down to the Pricing Summary at the bottom of the table.
Toggle the Discount and Tax fields.
Enter the total discount or tax for all products combined.
Use Case: Ideal when applying a blanket discount or tax to the entire quote or proposal, ensuring a consistent reduction or tax rate across all products.
These options allow flexibility to apply discounts and taxes based on specific line items or across the full pricing table, helping to tailor the final quote according to customer needs.
Add a Custom Column
Adding a Custom Column Using the Plus Sign
The quickest way to add a custom column to your Pricing Table is by using the plus sign (+) in the column header. Here’s how:
Steps:
Open the Pricing Table in your document.
Locate the Plus Sign: At the top of the Pricing Table, you’ll see a small plus sign (+) next to the column headers.
Click the Plus Sign to add a new column.
Name the Column: After clicking the plus sign, you can enter the name of your custom column (e.g., "Discount Rate" or "Delivery Time").
Customize Data: Once the custom column is added, input the relevant data for each product row.
Adding a Custom Column via Column Settings
Another way to add a custom column is through the Column Settings in the Formatting Bar. This gives you more flexibility if you’re setting up the Pricing Table from scratch.
Steps:
Open the Pricing Table in your document.
Click on the "Untitled" label (or the name you've already assigned to the pricing table)
Select "Add New Column": In the settings menu, choose the option to add a new custom column.
Name the Column: Enter the name of your custom column.
Customize Data: Input the relevant data in the newly added custom column.
Variable Quantity and Optional Product
When creating proposals or quotes in GetAccept, you might need to provide your clients with flexibility by offering Variable Quantities or Optional Products. These features allow you to personalize your pricing tables and give your clients the ability to adjust quantities or choose optional products based on their needs.
Variable Quantity
The Variable Quantity feature allows your clients to modify the number of units for a specific product or service. This flexibility is helpful when your clients may want to purchase more (or fewer) units than initially quoted.
How to Enable Variable Quantity:
Open the Pricing Table in your document.
Select the Product Row: Click on the product row where you want to enable variable quantities.
Enable Variable Quantity: In the product row settings, toggle on the "Variable Quantity" option.
Allow Client Input: Once enabled, your clients will be able to change the number of units for that product directly in the proposal.
Use Case:
This is useful when your products or services can be sold in different quantities (e.g., software licenses, product units, or consulting hours). It allows clients to customize the order based on their needs, without requiring back-and-forth communication.
Optional Products
The Optional Product feature allows you to include additional items in your proposal that are not mandatory but can be selected by the client if desired. Optional products are great for upselling or cross-selling, offering your client the ability to enhance their purchase.
How to Enable Optional Products:
Open the Pricing Table in your document.
Select the Product Row: Click on the product you want to make optional.
Enable Optional Product: In the product row settings, toggle on the "Optional" option.
Client Choice: Once enabled, your client will see an option to select or deselect that product. It won’t be included in the final total unless the client opts in.
Use Case:
This feature is ideal for offering upgrades, add-ons, or complementary products (e.g., extended warranties, training packages, or accessories). Clients can choose these additional items based on their preferences and budget, making it easier for them to personalize their purchase.
Lock and Unlock the Pricing Table
Locking the Pricing Table in GetAccept ensures that the pricing table cannot be edited by anyone after it has been set up. This feature is useful for maintaining pricing accuracy and preventing unintended changes to product details, pricing, or discounts.
Unlocking the Pricing Table allows authorized users (typically admins) to make further edits if needed. Once unlocked, adjustments to products, prices, and other details can be made.
Use Case: Admins can decide in the template setup whether the pricing table should be locked or unlocked. This control ensures that sales reps use predefined pricing structures while still allowing flexibility when needed.
Read more how to enable the feature: Lock & Unlock the Pricing table
Changing the Width of Columns
To adjust the width of the columns:
Hover between two columns until the resize cursor appears.
Click and drag to expand or shrink the column width.
Pricing Table Summary
The Pricing Table Summary element is a powerful feature in GetAccept that pulls data from all pricing tables and groups in a document and consolidates them into a single summary section. It allows you to:
Provide a high-level overview of total costs for multiple product groups or proposals.
Summarize the pricing from different sections of the document in one place, making it easier for clients to understand the overall pricing structure.
How to Add the Pricing Table Summary Element
Open Your Document: Start by opening the document you are working on in the GetAccept Editor.
Add the Pricing Table Summary:
Click the blue
[+]icon to add a new element to your document.From the dropdown, select Pricing Table Summary.
Configure the Summary:
Once added, the Pricing Table Summary element will automatically detect and summarize all the pricing tables and pricing groups in your document.
The summary will include the total amount for each pricing table or group and calculate an overall total at the bottom.
