Summarising Line Items at a Price Table Section Heading (Hide Line Items)
Learn how to summarise a section within a pricing table to hide its line items and display only the section total. This feature helps create a cleaner, more compact pricing layout while still showing key totals at a glance.
Steps to add a section subtotal
Identify the section to summarise
Review your pricing table and locate the section you want to summarise. In this example, Section 2 will be summarised to show only its total while hiding the line items inside it.Right-click the section header
Right-click the section header for the section you want to summarise.Open Section Header Options
In the contextual menu, locate and select Section Header Options .Enable “Show Group Subtotal”
In the Section Header Options menu, enable Show Group Subtotal .Review the summarised section
The section header will now display the subtotal for that section while hiding the line items contained within it, giving your pricing table a cleaner and more compact layout.Toggle between summarised and expanded views
You can switch between summarised and expanded views at any time by using the same Section Header options again.
FAQs
What does "summarising a section" in a price table mean?
Summarising a section hides the individual line items beneath a section heading and displays only the section total in the price table. This creates a compact, at-a-glance view of pricing while preserving the underlying values used for totals and calculations.
Why would I hide line items at a section heading?
Hiding line items helps produce a cleaner, less cluttered quote or proposal so recipients can focus on section totals and overall pricing. It’s useful for executive summaries, bundled services, or long itemised lists where detailed rows would overwhelm the document — a common need when using sales quoting software or sales proposal software.
What remains visible after a section is summarised?
When a section is summarised, the section heading and the section total remain visible in the price table. The detailed line rows beneath that heading are not shown in the condensed view, giving a neat, high-level presentation suitable for quotes and proposals.
Are the hidden line items still included in calculations and document totals?
Yes. Summarising only changes the visual presentation — the hidden line items remain part of the section total and continue to contribute to document-level totals, taxes, and any automated calculations used by your quote software or proposal software.
Is summarising applied per section or across the whole price table?
Summarising is applied at the section-heading level, so you can hide line items for specific sections while leaving other sections fully expanded in the same price table. This gives fine-grained control over what level of detail appears in each part of a document.
When should I use a summarised section versus showing full item details?
Use a summarised section when you want a concise, high-level view — for example in executive summaries, bundled pricing, or when presenting proposals to non-technical stakeholders. Show full details when clients require item-by-item transparency, cost breakdowns for procurement, or legal/contractual clarity. Balancing both approaches is common in professional quote software and proposal software workflows.
Can recipients expand a summarised section to view the hidden line items?
Whether a recipient can expand a summarised section depends on the document format and the platform settings. Interactive documents and online proposal viewers may allow sections to be expanded, while exported PDFs often preserve the condensed view. Check your sales quoting or proposal software settings to control interactivity and export behavior.
How does summarising affect integrations and syncing (for example, with accounting systems)?
Summarising only changes how items are displayed; hidden line items remain part of the document’s totals and should sync normally with accounting integrations such as QuickBooks. However, integration mappings and export settings can vary — verify how your quote software handles line-level vs. section-level sync to ensure data flows into your accounting or invoicing systems as expected.