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Create product groups on pricing tables

Organize items on quotes or invoices to be grouped and show subtotals

JD avatar
Written by JD
Updated over a year ago

In the below video, we demo how you can use the "Create a group" option from the pricing table to organize long quotes or invoices and add subtotal and additional details to the pricing table.

You can also make the groups collapsable. To do so we'll have to modify the document template. > >

Navigate to the sidebar, then click Catalog > Select the document template.

Click "Edit content."

Edit the pricing table.

Select "Make groups collapsible." Once you've selected this option you can choose to expand a single group at a time. Don't forget to save your changes.

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