Skip to main content

Add a Pricing Table

Learn how to insert a Pricing Table into a document or template and start adding pricing.

Updated yesterday

A Pricing Table lets you add products, quantities, and prices directly into your documents. You can insert multiple tables per document and customers can see live totals as they review your proposal.


Add a Pricing Table

To insert a Pricing Table into a document or template:

  1. Open the document or template in the Editor

  2. Click between any two content sections (hover to reveal the + icon)

  3. Select Pricing Table from the content menu

  4. A blank table appears with default columns: Product, Quantity, Price, and Total

The table is ready for products immediately. You can add them manually or pull from your Product Library.


Pricing Table toolbar

Each Pricing Table has a toolbar with quick actions:

  • Eye icon: Toggle visibility on/off

  • Settings: Configure table name, currency, tax, discounts, and column display

  • Move: Drag to reorder tables within the document

  • Lock: Prevent accidental edits (admin or creator can unlock)

  • Duplicate: Copy the table with all products and settings

  • Delete: Remove the table permanently


Add products

You have two ways to populate your Pricing Table:

Manually: Click Add Product in the table, enter the product name, quantity, and price. Totals calculate automatically.

From Product Library: Click Add from library, select products from your pre-built catalog. Names and prices pre-fill; you adjust quantities per deal. Library changes do not update existing documents. Only new insertions reflect updates.


Use multiple Pricing Tables

You can add multiple Pricing Tables in a single document to organize products by category, service tier, or phase. For example:

  • Software (Year 1, Year 2)

  • Implementation Services

  • Support & Maintenance

Each table calculates its own subtotal independently. Use a Pricing Table Summary element to display a combined grand total across all tables.


Pricing Table vs Pricing Table Summary

Pricing Table: A standalone table with products and line-item totals. Appears where you insert it in the document.

Pricing Table Summary: A read-only element that displays the combined total from all Pricing Tables on the page. Use this to show the grand total at the bottom of your proposal or in a summary section.

Did this answer your question?