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How to Add a Pricing Table

Add a Pricing Table element from the Editor toolbar and learn how to place and configure it in your layout.

Updated this week

The Pricing Table element makes it easy to display your products, pricing, and totals inside any document or template. You can use it for quotes, proposals, or contracts to help recipients understand your pricing clearly.


Step 1: Open the Add content menu

  1. In the Editor toolbar, click the blue + symbol to add new content.

  2. The Add content panel will open.

  3. Under Elements, select Pricing Table.

You’ll also see other options such as Text, Image, Table, and Pricing Table Summary.

Select Pricing Table to insert your pricing section into the document.


Step 2: Position your table

Once added, your new Pricing Table appears in the Editor.


You can:

  • Move it within your document layout.

  • Add multiple pricing tables in a single document — for example, separate tables for “Software,” “Implementation,” and “Support.”

Each Pricing Table block is independent, with its own settings and totals.


Step 3: Configure your Pricing Table

Click inside the Pricing Table to open the Formatting Bar.
From here, you can:

  • Add products manually or from your Product Library.

  • Create Pricing Groups to organize pricing sections.

  • Adjust currency, discounts, tax, and automatic calculations.

To learn more about customization options, visit Pricing Table Settings.


Best practice

Add one Pricing Table per major pricing section to make your proposal easy to read.
Use clear labels like Software License, Implementation Services, or Support Packages so recipients can quickly identify each part.


Next step

Continue to Pricing Table Settings to learn how to adjust visibility, totals, and calculation settings.

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