You can build your Pricing Table by adding products or services manually or importing them directly from your Product Library.
Each product appears in a row with editable columns for name, price, units, and amount — giving you full control over how your pricing is displayed.
Step 1: Add a product manually
Click inside your Pricing Table or Pricing Group in the Editor.
At the bottom, click + Add new.
Select Product row.
Enter your product details:
Name – A short title (for example, Custom workflow configuration).
Price – The unit or item price.
Units – Quantity of products or hours.
Amount – The total, calculated automatically if auto-calculation is on.
You can add additional context by typing a short description under the product name.
Step 2: Add products from the Product Library
For consistency and accuracy, use your Product Library to add standardized products with pre-set prices and descriptions.
Click + Add new inside your Pricing Table.
Choose From Product Library.
Search or browse your list of saved products.
Select one or several items, then click Add products.
Your selected products will appear in the table, pre-filled with data from the library.
You can still edit quantities, descriptions, and totals as needed.
Learn more in Using the Product Library.
Step 3: Customize columns
Each Pricing Table includes default columns — Name, Price, Units, and Amount — but you can adjust or add more to fit your needs.
Edit or move columns
Hover over a column header (e.g., Price).
Click the dropdown arrow to open the column menu.
From here, you can:
Rename the column by editing the Column name field.
Move left or Move right to change the order.
Hide column to temporarily remove it from view.
Add to summary to include this column’s values in your total calculations.
Add new columns
Hover between columns and click the + symbol.
Choose to insert a column for either:
Product properties (linked to data fields from your Product Library)
Custom columns (for additional data, such as “Delivery Time” or “Internal Reference”).
Learn more about these options in Add a Custom Column and Use Product Properties.
Step 4: Review pricing and totals
Each time you add or edit a product row, your totals will update automatically if Automatic Calculation is enabled.
If not, you can manually update values in the Amount column.
At the bottom of each group, you’ll see a Pricing group summary, followed by an overall Pricing summary for the entire table.
Best practice
Use only the columns your recipients need to see — keep internal reference fields hidden.
Always rely on your Product Library for standard pricing to maintain brand and pricing consistency across your organization.