Custom columns let you add extra information to pricing tables, such as delivery time, SKUs, or internal references. They are flexible fields designed for deal-specific data that does not affect pricing calculations.
What a custom column is
A custom column is a manually editable column inside a pricing table.
Custom columns:
Can contain text or numbers
Do not affect pricing calculations or totals
Are specific to the pricing table where they are added
Can be shown or hidden without removing data
Custom columns are best used for contextual or informational data.
Where custom columns appear
Custom columns can be placed anywhere in a pricing table.
They appear alongside default columns such as Name, Price, Units, and Amount, and apply to all product rows within the table or Pricing Group.
Naming and managing custom columns
Each custom column has a configurable column name.
You can:
Rename the column to match the data it contains
Reorder the column within the table
Hide the column from view without deleting it
Changes to column layout apply to the entire pricing table.
Integration keys for custom columns
Custom columns can optionally be linked to CRM integrations using an integration key.
Integration keys:
Allow data to sync with connected CRM systems
Must be unique within the pricing table
Follow a strict format to ensure correct mapping
Setting an integration key does not change how the column behaves inside the editor.
Custom columns vs Product properties
Custom columns are intended for free-form, deal-specific data.
Product properties should be used when:
The data should be reusable across deals
Values need to be standardized
The column should support summaries or calculations
Choosing the correct column type ensures consistent pricing behavior.
Recipient experience
Recipients can view custom column data but cannot edit it.
Custom columns are always read-only for recipients.
Best practices
Use custom columns for one-off or descriptive information.
Keep column names short and clear.
Avoid using custom columns for numeric data that needs to be totaled or calculated.