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Items block (service table)
The items block holds your pricing inside proposals and invoices. Each item has a title, description, image, quantity, rate, tax, discount, and total. You can add as many items blocks as you need in a single document, so one block can list core services while another handles optional add-ons or packages the client picks from.
Adding an items block
To add an items block to a proposal or invoice:
- Open the document in the block editor.
- Click the + button to open the block picker.
- Under the Sections tab, click Items.
- A settings popup opens. Choose your layout, image size, and interactivity options, then click Add.
You can also use a preset. Switch to the Presets tab and select Packages or Add-ons. Presets create an items block with the layout, selection behaviour, and sample items already configured so you can start filling in real data immediately.
To edit the settings after the block is created, click the block's options menu and select Items settings.
Table and card layouts
The items block has two layouts you choose in the block settings:
Table view displays items as rows with columns for each field. You see title, description, image, quantity, rate, tax, discount, and total across each row. Table view works well when you have many individual line items with quantities and rates, like hourly billing, itemised expenses, or detailed service breakdowns.
Cards view displays each item as a visual card. The image fills the top of the card as a cover photo, with the title, description, and pricing below. Cards view is useful when the visual matters as much as the price: photography collections, design packages, session types, or product tiers each get their own card with a hero image.
Switching between table and cards rearranges the same items without losing any data. You can change the layout at any time from the block settings.
Adding images to items
Every item can have an image or emoji. To add one, click the image placeholder on the item and upload a photo or pick an emoji.
In table view, the image shows as a thumbnail next to the item title. In cards view, the image fills the top of the card as a cover photo.
The Item image size setting in the block settings controls how large images appear. You have three options:
| Size | What it does |
|---|---|
| Small | Compact thumbnail. Works well when the image is secondary to the text, like a small icon or logo. |
| Medium | Default. Balances visual presence with space. |
| Large | Prominent image. Works well for photography portfolios, product photos, or any item where the visual is the main focus. |
Table view and cards view have separate image size settings, so you can set large images in cards and small thumbnails in table view independently.
Item fields
Each line item has the following fields:
| Field | What it does |
|---|---|
| Title | The item name the client sees. |
| Description | Rich text field for details about the item. Supports bold, italic, lists, and links. |
| Image | An uploaded photo or emoji. |
| Amount | The unit price or rate for one quantity. |
| Quantity | How many units. The column label can be changed to "Hours" or "Pieces" in block settings. |
| Tax | Tax rate or fixed amount applied to the item. |
| Discount | Discount amount or percentage. Shown as a negative value. |
| Total | Calculated automatically: amount multiplied by quantity, adjusted for tax and discount. |
To add a new item, click Add item at the bottom of the block. To reorder items, drag them into position.
Block settings
To open block settings, click the block's options menu and select Items settings. The settings are split into three groups.
Layout
- View - Table view or Cards view.
- Item image size - Small, Medium, or Large. Controls how much space the image takes.
Interactivity (proposals only, not available on invoices)
- Allow selecting/unselecting items - when enabled, clients can select or deselect items. When disabled, all items are automatically included in the total.
- Can select multiple items / Can only select one item - controls whether clients pick multiple items (checkboxes) or one item at a time (radio-style). Only visible when item selection is enabled.
- Selecting items is optional / Selecting items is required - when optional, clients can sign without selecting anything. When required, at least one item must be selected before the client can sign. Only visible when item selection is enabled.
More options
- Quantity unit - changes the quantity column label. Options: Qty, Hours, Pieces.
- Hide quantity - removes the quantity column from the block.
- Hide amount - removes the unit price column from the block.
Tax and discount columns show automatically when any item has a value in those fields. When no items use tax or discount, those columns stay hidden.
Setting up packages
Packages let the client choose one option from a set. For example, three session tiers (mini, standard, premium) where the client picks one.
To set up packages:
- Click + and add an items block using the Packages preset under the Presets tab. Or add a regular items block and configure it manually.
- Set the view to Cards so each package gets its own visual card with a cover image.
- Turn on Allow selecting/unselecting items.
- Set selection to Can only select one item so choosing one deselects the others.
- Set Selecting items is required so the client must choose a package before signing.
- Fill in each item with the package name, a description of what's included, a cover image, and the price.
When the client opens the proposal, they see the package cards and pick one. Only the selected package counts towards the total. If you have auto-invoice enabled, the generated invoice reflects whichever package the client chose.
Setting up add-ons
Add-ons let the client toggle optional extras on or off. For example, extra prints, expedited delivery, a second location, or an album upgrade.
To set up add-ons:
- Click + and add an items block using the Add-ons preset under the Presets tab. Or add a regular items block and configure it manually.
- Set the view to Cards for a visual layout, or keep Table for a compact list.
- Turn on Allow selecting/unselecting items.
- Set selection to Can select multiple items so the client can pick as many extras as they want.
- Set Selecting items is optional so the client can sign without selecting any add-ons.
- Fill in each item with the add-on name, description, image (if relevant), and price.
The client toggles each add-on on or off, and the total updates in real time. Selected add-ons carry over to the auto-generated invoice.
Per-item quantity controls
You can let the client adjust the quantity of individual items when they view the proposal. This is useful for items sold in variable amounts, like extra prints, additional hours, or per-unit products.
To enable quantity controls on a specific item:
- Click the item's options menu in the editor.
- Select Item settings.
- Turn on the toggle to show + and - buttons for the client.
- Optionally set a Minimum quantity and Maximum quantity to keep the selection within a range.
Quantity controls work independently from the block-level selection toggles. An item can be selectable (toggled on or off) and also have adjustable quantity, so the client both chooses whether to include the item and how many they want.
Combining multiple items blocks
You can add as many items blocks as you need in a single proposal. Use separate blocks to create distinct pricing sections:
- One items block for core services with all items included (selection turned off).
- A second items block for packages where the client picks one tier.
- A third items block for add-ons where the client selects optional extras.
Each block has its own layout, image size, and interactivity settings. The summary block at the bottom of the proposal rolls up totals from all items blocks into a single total, so the client sees one final number.
For a step-by-step walkthrough, see How to create a proposal with multiple pricing options.
Items in invoices
The invoice block editor uses the same items block for line items. Invoice items have the same fields: title, description, image, amount, quantity, tax, discount, and total.
Invoice items blocks have fewer settings than proposals:
- Hide quantity - removes the quantity column.
- Quantity unit - changes the quantity label to Qty, Hours, or Pieces.
- Hide amount - removes the unit price column.
Invoices don't have the interactivity settings (item selection, packages, add-ons) because invoices are final documents, not selection forms. If the invoice was auto-generated from a proposal, it already reflects whichever items the client selected during signing.
Saving items as templates
You can save any configured items block as a template to reuse across documents.
- Click the block's options menu.
- Select Save to templates.
The saved template preserves the layout, settings, and all items including titles, descriptions, images, and prices.
To insert a saved template into a new document, click +, switch to the Templates tab, and select the saved items block. You can also apply an item template to a single row by typing /template in the item title field and selecting from your saved item templates.
Tips
- Use cards view for visual work - if the work you do is visual (photography, design, video), switch to cards view with large images so the pricing section doubles as a portfolio. Upload a sample from each collection or package as the item image.
- Keep table view for detailed breakdowns - when you have many individual line items with quantities and rates (hourly billing, itemised expenses), table view keeps everything in a clear row format.
- Combine fixed and optional blocks - put your base fee in a non-selectable items block and extras in a separate selectable add-ons block. The client sees the full scope and can add on from there.
- Set quantity limits - for items where you want flexibility within bounds (e.g., 1 to 10 extra prints), use per-item quantity controls with a min and max instead of having the client type a number.
- Hide what you don't need - if you charge flat rates with no quantity breakdown, hide the quantity column. If your items are priced as packages with a single total, hide the unit amount and show only the total.
