Contents:

Introduction

When building a proposal, one of the first questions your client will have is “how much?”. Our fee tables let you answer that question in a simple, interactive breakdown. Fee tables also work with metrics, letting you track your sales teams’ performance. 

Fee tables are supercharged content tables. They outline your charges and set a value to your proposal. They can also allow your customer to choose which services they sign up for, and how much they would like to order. Once done, we'll update that value throughout the proposal using the {total} variable. We'll also apply that total to the amount to collect when you use our Stripe integration.  

This article will quickly walk you through fee tables, including how to add them to your proposal.

Adding A Fee Table

You can add fee tables in two ways: Stand-alone or Embedded

Stand-alone fee tables are free-form tables that you can add or move anywhere. They allow you to customize its size, but will not flow to a new page if your table gets too large.

Embedded fee tables sit inside of a text box. They wrap to the width of the text box, which means you can't resize them without resizing the text box itself. Embedded tables are great for when you want some consistency between text and tables. If you embed a fee table into a text box with page flow, your table will make a new page when your next fee runs over the margin.

Stand-alone fee tables are great if you want more control over the size and shape of the table. Embedded tables are great for very long fee lists in a page flow section. It's also great for when you want text easily added above and below your table.

Once you’re in the editor, you can add a stand-alone table by clicking the “table” button. You can find that button in the right-hand toolbar:  

You can add embedded tables by clicking inside of a text box until you see a blinking cursor. Once you see that cursor, click the same “table” button from the right-hand toolbar. 

Once clicked, the right-hand menu will change to “table properties”. Here you can choose what kind of table you would like to add: a fee table or content table. Click “fee”:

The “fee table type” dropdown allows you to choose what kind of fees this table will contain. You can find out more here, but here’s a quick run-down:

Mixed tables let you add fees of any type in the table. These tables have 4 columns: 

  • Price/description
  • Unit Cost
  • Unit Quantity
  • Sub-Total

Unit/Quantity tables have 4 columns:

  • Price/description
  • Unit Cost
  • Unit Quantity
  • Sub-Total

Fixed tables are great for services or items that don’t have a quantity. These have 2 columns:

  • Price/description
  • sub-total

Hourly/Monthly/Annual are like unit/quantity tables. The difference is the sub-total will include “/hour/month/year" next to the price. They have 4 columns:

  • Price/description
  • Cost per timeframe
  • Length of time
  • Sub-Total

Once you’ve selected the fee table type, you have more options for how we trea the fee table within the proposal. 

The show table total option lets you decide if you would like a total footer at the bottom of the table:

Deselect this option if you would prefer to hide that bar. 

Include in proposal total lets you choose to add this table's total to the value of your proposal. If you don't want this table affecting the proposal's price, leave this deselected.

Once you’ve set your table type and how you would like to show the total, click the green “insert fee table” button:

If you chose a stand-alone table, then your fee table will appear in the top left corner of your proposal.  If you made an embedded table, it will show up where you had placed the blinking cursor.

Adding, Removing, and Arranging Fees

Once you create your table, it’s time to start entering your fees. You’ll start with one row for now, but can breeze through each cell using the tab key on your keyboard. When you hit tab on the last cell, we’ll get a new row ready for you. You can also use the “+” button found at the right of the row to add a new one below:

Made one too many? You can remove a row by clicking the “trash bin” icon below the “+” button:

Once your table is done, we’ll do the work of adding the total to your proposal’s value (if that’s the option you’ve selected). 

If you need to re-arrange your fees, hover your cursor over the row you would like to move. A slider box will appear to the left of your row. From there, click and drag it to where you would like it to appear:

Related Reading

You’re all set! You now know how to add a table and how to work with fees. That’s only scratching the surface on how to make your pricing tables awesome, though. Here’s some related reading if you want to learn how to make your fee tables work for you:

Did this answer your question?