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Display Options

Display Options give reps granular control over how much pricing detail the buyer sees on a proposal. You access them from the Display Options button at the top of any quote, next to the Request Approval button. Every toggle affects both the Web Portal view and generated PDF documents unless noted otherwise. This lets you tailor the level of transparency to the audience — full detail for procurement, totals-only for executive sponsors.

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Quote Lines

These toggles control what’s visible on individual line items in the pricing table.
For most deals, leaving Show List Prices and Show Discount Percentages off gives you a cleaner proposal. The buyer sees the final price without the negotiation mechanics. Turn them on when the buyer’s procurement team specifically requires full pricing transparency.

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Grouping

Splitting fees is useful for deals with significant one-time components. It makes the recurring commitment (the ARR) visually distinct from the upfront costs, which helps buyers and their finance teams evaluate the deal structure.

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Total Formatting

These toggles control what summary information appears below the pricing table.
Only show final total is the most aggressive display option. It hides all line-item detail and shows a single number. Use this only for executive-level proposals where per-line detail would be noise, or for deals where you explicitly don’t want the buyer breaking down the pricing by product.

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PDF Options

These settings apply only to generated PDF documents, not the Web Portal. Enable this for proposals with multiple options that are each substantial enough to warrant their own page. For simpler multi-option proposals, keeping options on a continuous flow is usually cleaner.

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Portal Options

These settings apply only to the Web Portal, not generated PDFs.
Custom backgrounds are a small touch that can make a big impression. For strategic deals, uploading a customer-relevant image signals that the proposal was built specifically for them, not generated from a template.

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Custom Columns

Custom Columns let you surface additional pricing data points on the line item table that aren’t shown by default. These columns are especially useful for per-seat or per-unit products where the buyer cares about the unit economics, not just the total. Turning on Offered Rate while leaving Show Discount Percentages off lets you communicate the per-unit price without revealing the discount mechanics.
Additional custom columns beyond List Rate and Offered Rate can be configured by admins. If you’ve added custom fields to the Quote Line through the Object Explorer, they may be available as toggleable columns here.

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Common configurations

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Executive proposal (minimal detail)

  • Show Quantity: Off
  • Show List Prices: Off
  • Show Discount Percentages: Off
  • Only show final total: On
The buyer sees a single total. Clean, high-level, no line-item noise.

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Standard sales proposal

  • Show Quantity: On
  • Show Quantity Labels: On
  • Show List Prices: Off
  • Show Discount Percentages: Off
  • Show Total Contract Value: On
The buyer sees products, quantities, and net prices. No discount mechanics visible. This is the default for most deals.

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Procurement-ready proposal (full transparency)

  • Show Quantity: On
  • Show Quantity Labels: On
  • Show List Prices: On
  • Show Discount Percentages: On
  • List Rate: On
  • Offered Rate: On
  • Split out Recurring and One-Time Fees: On
Full pricing breakdown. Every line shows list price, discount, net price, and per-unit rates. Recurring and one-time fees are separated. This is what procurement teams typically request during formal vendor evaluation.

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What’s next

Web Portal

Share proposals with buyers using the branded portal.

Document Generation

Configure PDF templates alongside display options.

Quote Overview

Understand the full quote structure and publishing workflow.

Pricing Options

Build the pricing configurations that display options apply to.