Every customer your team sells to is going to want to see the cost of what they are purchasing. Luckily, calculating and presenting your products or services costs is easier than ever by using GetAccept's Pricing Table element within the Editor and part of our CPQ solution.
Adding and Editing a Pricing Table
To add your pricing table element you will first need to add an editor block to your send-out. Once this is done, click the add element button ( + ) and choose the Pricing Table to add to the editor.
When you click within the pricing table, you will see the formatting bar appear. This is where you can set up the columns you want to include in the top row of your table, what currency format you want to display, and the ability to turn off auto-calculations, which can be used if you need to manually make changes in the pricing.
Depending on where you click within the pricing table the formatting bar options will be different.
Header formatting bar
Here you can set:
What Display settings you want to be shown in the menu below
Move up and down
Delete the pricing table
Within the Display Settings, you can choose the columns to add to your pricing table. which are hard-coded to be formatted in a specific way. For example, if you choose to add the tax column, it will be formatted as a percentage and cannot be changed.
However, you are able to change what is displayed in the column's title. For example, if you happen to sell a set number of users for your software subscription service, you may change the header from "Units" to "Users."
You will also see you can edit what is added in the total summary at the bottom of your pricing tables, such as subtotal or a final discount on the total price.
Next to the display options button, you will see a gear button that leads to your pricing table settings. This is where you can give your table an internal name (to help distinguish it from other pricing tables), set the currency and format, and turn on/off the automatic calculations of the pricing.
To the right of the gear button in the formatting bar you will see the move, lock, and delete buttons.
Adding and Editing Products in a Pricing Table
There are two ways to add a new product to your pricing table. The first is to click on the "+ Add new" which is on the left below the product listings.
When you click this option, you will choose to add a new blank product row or add a product from your product library. Check out our Product Library article to learn more about adding products to your pricing tables.
The second way is to click within the product line that is already shown in the pricing table, to which a smaller product formatting bar will appear. In this bar, you will see the display and pricing table settings as before, but you'll also see add [ + ] and delete [ - ] product buttons. Click on the [ + ] button and you will see a new product appear.
Once you have your product added, you will see you can give it a name, description, and SKU. You can start typing into the columns you have included in the pricing table, such as the price, units, tax, and discount.
When you click in a tax or discount field, you will see it set as a percentage by default, but can be toggled to be a flat value.
The total price on the far right of the product listing will then be generated automatically. Once you have done this for all of the products you want to include, you will see the subtotal automatically calculated for the sum of the total product prices.
You might turn this off if you want to ignore the calculation and make custom manual changes to a product's total price.
In the product formatting bar, you will also see a discount [ % ] button. This will add a discount field you can fill for each product and will be totaled down by the products' subtotal.
When you click within the discount field, you will see it is set to a percentage by default, but can be toggled to be a flat value. You will also see the total tax included down by the subtotal.
Pricing Summary and Settings
The pricing summary at the bottom of the pricing table includes the final total price of all the products. On top of the total price, you can add a total discount and a tax to include on the final total price (instead of the itemized discounts and taxes that were mentioned above). This pricing summary total discount and tax can also be set to a percentage or a flat value.
To delete a product, simply click anywhere within the product line item and choose the delete [ - ] button in the formatting bar. The product with a blue border around its edge is the one that will be removed.
You are able to lock your pricing table from being edited by users by clicking on the lock button within the pricing table or product formatting bar. You may want to do this in a template to ensure that users who choose this template to send cannot edit the pricing table or products.
This is usually the case where an admin connects to a CRM, like Salesforce, and the pricing table is generated automatically for the users. Once locked, the pricing table can only be unlocked by the entity's admin or manager, not by the users.
To learn how to use the Pricing Table element within Salesforce's products feature, visit this help article or reach out to our support team!