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.
Click Add Pricing Table from the right-hand toolbar:
Next, click Add Pricing Table.
To add a content table, click Table from the right-hand toolbar:
Next, select how many rows and columns the table should contain, then click Insert Content Table:
You can add and remove rows and columns later, if needed.
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.