Proposify’s pricing tables do some heavy lifting. They can set the document's value and even help your prospects upsell themselves. Let’s go over how to add these to your account.

Here’s what this article covers:

Adding A Table

There are two kinds of pricing tables in Proposify: inline and floating.

Inline tables sit inside of a text box and will resize to match the width of the textbox it’s placed into. This is great when you’re building your copy around a table and don’t want anything getting lost underneath.

Floating tables are outside of text boxes and can be easily moved and resized. It’s great when you need your table to fit somewhere outside of a textbox.

Step 1: Add a Table

To make an inline table click inside a textbox until you see a blinking cursor, then follow the instructions below.

To add a floating table, click Table from the right-hand toolbar:

Step 2: Choose the table type

Next, click either Fee or Content to choose the type of table you would like to insert. Fee creates pricing tables, Content creates content tables.

Content Tables are simple tables. They do not automatically calculate any math or have any interactive elements for your prospect. They’re great for separating and ordering your thoughts.

Pricing Tables are fancier tables that use formulas and affect your proposal’s total. You can add interactive elements, such as editable quantities and optional items, and can import or export your line items to the fee library.

Step 3: Choose your table options

Content Tables:

Use the grid to select how many rows and columns to include, then click Insert Content Table.

Pricing Tables:

Enable the options you would like to see in this table. You can update these afterward if you change your mind. Once you’ve decided, click Insert Fee Table.

Show Table Total: If enabled, your table will include a total footer, calculating all values in the subtotal column. It will also include any table taxes, discounts, recurring charges, and will outline a list of total savings. If disabled, the document will list only the charges without a total footer.

Include in Proposal Total, if enabled, will include the value of this table in the Preview Footer and any {total} variable within the document. If disabled, this table’s value will not affect the value of the document.

Moving and Resizing A Table

Moving and editing a content table or fee table both work the same way. The main difference is if you’re moving an inline or free-form table.

Moving and resizing an inline table

Inline tables are embedded and can only move within its textbox. You can move these up and down by adding or removing text above the table.

Inline tables automatically resize themselves based on the size of the textbox and how many line items you have in the table.

Moving and resizing Free-form Table

To move a free-form table, select it until a blue outline appears. Once selected, you can drag the table where you need it.

To resize a free-form table, select it so the sides are highlighted. Next, drag any of the corners until the table meets the size you need.

Deleting A Table

To delete a table, either free-form or inline, select it until the highlight border appears. Then, press Delete(Mac) or Backspace (Windows) on your keyboard.

You can also expand the three-dot menu above the pricing table and click delete:

HEADS UP: We’ll have you confirm that you want to delete this table, but once you confirm that decision, it’s final. You’ll need to start from scratch.

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