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Add a Pricing Table

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

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The Pricing Table element lets you add products, pricing, and calculated totals to a document or template. Use it in quotes, proposals, or contracts to present pricing clearly to recipients.


Add a Pricing Table

You can insert a Pricing Table anywhere in your document using the inline editor.

  1. Open your document or template in the Editor.

  2. Hover between sections until Insert element appears.

  3. Click Insert element to open Add content.

  4. Under Elements, select Pricing table.

The Pricing Table is added at that position in the document.


Position and organize Pricing Tables

Pricing Tables are added inline and can be placed anywhere in the layout.

You can:

  • Insert Pricing Tables between existing sections

  • Add multiple Pricing Tables to the same document

  • Use separate Pricing Tables for different pricing sections, such as Software, Implementation, or Support

Each Pricing Table is independent and has its own products, settings, and totals.


Configure a Pricing Table

Click inside the Pricing Table to open its formatting options.

From there, you can:

  • Add products manually or from the Product Library

  • Group items into pricing sections

  • Adjust currency, discounts, taxes, and automatic calculations


Pricing Table vs Pricing Table Summary

  • Pricing Table
    Used to add products, prices, and calculations.

  • Pricing Table Summary
    Shows a combined summary of all Pricing Tables in the document.

Use a Pricing Table Summary when you want to display a single total across multiple Pricing Tables.

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