Adding Discounts and Taxes

Learn how to apply discounts and taxes at multiple levels in pricing tables and configure visibility settings.

May 21, 2026

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:

1. Product prices and quantities are calculated
2. Product-level (row-level) discounts are applied
3. Pricing Group discounts are applied
4. 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:

1. Click on the product row you want to discount
2. Enter a discount value in either percentage (%) or fixed amount format
3. 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:

1. Open the Pricing Group settings (right-click the group or use the group menu)
2. Toggle Discount Details to show or hide the discount information
3. 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:

1. Open the Pricing Table Settings
2. Toggle Tax to enable tax rows in the summary
3. Enter a tax rate as a percentage or fixed amount
4. 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.