Pricing Table Summary

Combine totals from multiple pricing tables into a single summary element that displays the overall amount.

Note: The Pricing Table Summary is an Editor element that combines totals from multiple pricing tables in a single document. It automatically displays and updates the final amounts from all linked tables, making it ideal for proposals with separate pricing sections.

What a Pricing Table Summary is

A Pricing Table Summary is a standalone Editor element that collects and displays totals from multiple pricing tables within the same document. Unlike individual pricing tables, the summary does not contain products or line items, it only shows aggregated amounts.

The summary serves as a final overview that:

• Displays each pricing table's total as a summarized row
• Optionally shows a combined grand total across all tables
• Automatically updates when pricing table values change
• Provides a clear final review point before signature

When to use a Pricing Table Summary

Use a Pricing Table Summary when your document contains multiple pricing tables and you need a consolidated total view. Common scenarios include:

• Proposals with separate sections for subscription and one-time costs
• Multi-product offers with different pricing categories (software, implementation, support)
• Complex agreements where totals require a final review before approval or signature
• Documents where pricing sections are separated visually but need a single reference point

The summary is typically placed near the end of a document, immediately before the signature section or approval area.

How to add a Pricing Table Summary

To insert a Pricing Table Summary element in your document:

1. Open your document or template in the Editor
2. Position your cursor where you want the summary to appear (typically near the bottom before signature sections)
3. Click the + icon between content blocks
4. Select Elements from the menu
5. Click Pricing Table Summary

The summary element is now added to your document. By default, all existing pricing tables are automatically linked and included in the summary calculation.

Configuring which tables are included

Each pricing table in your document can be included or excluded from the summary. Only included tables contribute to the displayed totals.

To control which tables appear in the summary:

1. Click the Pricing Table Summary element to select it
2. Open the settings panel on the right side
3. In the Pricing Tables section, toggle each table on or off
4. Disabled tables are ignored entirely and do not affect summary calculations

You can adjust these selections at any time without affecting the individual pricing tables themselves.

Summary display options

The Pricing Table Summary offers several toggles to control what information is displayed to recipients:

• Summary Visibility: Show or hide the summary breakdown entirely
• Tax Details: Display tax calculations as a separate line item in the summary. When enabled, recipients see the tax amount included in the final total
• Discounts: Display discount adjustments in the summary. Shows the discount amount applied to each table
• Taxes: Display tax adjustments. Shows how taxes affect the final total
• Grand Total: Show or hide the combined sum across all included pricing tables

These settings let you customize the summary display based on what information is relevant to your recipients. Toggle options on or off depending on your pricing structure and approval requirements.

What the summary displays

The Pricing Table Summary automatically shows:

• The name of each linked pricing table
• The total amount from that table (reflecting current values, discounts, taxes, and optional product selections)
• A Total row combining all included table amounts (if the Grand Total toggle is enabled)

The summary updates in real-time as recipients modify quantities, select optional products, or make other changes to linked pricing tables.

How calculations work

The Pricing Table Summary reflects the final totals of each linked pricing table. It includes:

• Product quantities and pricing
• Pricing Group calculations
• Applied discounts and taxes
• Optional products and variable quantities selected by recipients

The summary itself does not introduce new calculations or apply additional adjustments. It simply aggregates the totals that already exist in each pricing table.

Positioning the summary in your document

You can place the Pricing Table Summary anywhere in your document layout. Moving the summary does not affect pricing behavior, calculations, or how tables are linked.

Best practice is to position it:

• After all pricing table sections, to avoid confusion
• Before signature fields or approval sections, for clear final review
• In a visually distinct location (separate page or highlighted section) for easy reference

Recipient experience

When recipients view or sign your document, they see the Pricing Table Summary with all current totals displayed. Recipients can view the summary and its amounts, but they cannot edit which tables are included or change summary settings.

If recipients modify pricing table values (quantities, optional products, etc.), the summary totals update immediately in their view, giving them real-time visibility into the final amount.

Best practices

To ensure your Pricing Table Summary is clear and effective:

• Use descriptive, clear names for your pricing tables so summary rows are easy to understand (e.g., "Software License" instead of "Table 1")
• Exclude internal or non-customer-facing pricing tables from the summary to avoid confusion
• Place the summary close to the final approval or signature section for clarity
• Enable the Grand Total toggle if you have multiple tables, it provides immediate clarity on the full amount
• Test the summary with different product selections to verify calculations display as intended