Clearly explain your fees to your customer with Proposify pricing tables. Use flat fees, unit/quantity fees and recurring fees to explain your pricing according to how you do business. Automatically add the total value of each pricing table to your sales document total. Even set optional fees and editable quantities, to let your prospect decide how much of your service they can purchase. These values can be uploaded to your CRM.

This article will cover the basics on what our pricing tables can do, so you can get the most out of them. We’ll link to more detailed articles as we go in case you want to learn more and revolutionize how you express your pricing.

Pricing Table Anatomy

A pricing table is broken into three parts:

Each have their own separate styling options, which can be adjusted in the Styles and Formatting menu. Head over to our Table Format article to learn more.

Header

The header uses table header font type and describes what each column represents. Each column header can be rewritten and restyled to suit your needs.

If you set your table as optional, you’ll find the checkbox in your header row.

Table Settings Menu

To the left of the header, you’ll find the Table Options menu.

This menu provides the following options:

  • Enable Dynamic Products: If your plan includes Salesforce Integration access (Teams plan or higher), enable this to automatically populate this table with Salesforce Products. Read more about dynamic tables here.

  • Make Optional: Adds a checkbox to your table that your prospect can use to add/remove the table total from the document Total.

  • Exclude from Proposal Total: Exclude the value of this table from the document Total and its {total} variables.

For a more in-depth discussion on this topic, check our our Table Options article.

Body

Body rows use table body font type and can be restyled to suit your needs. The body is where you add, import and edit your line items. The line items here determine what columns are shown in the header, as well as what gets calculated in the footer.

Row Options Menu

Expand the three-dot menu to the right of your selected row to open the Line Item Options menu:

This menu helps you:

  • Copy this row to your Pricing Library

  • Copy create a new row of this row type

  • Delete the row

  • Change the row’s type.

  • Set the row as a recurring monthly/annual charge

  • Set a custom style for the row

  • Make the row optional for prospects

  • Include the row in the table’s footer

Footer

This section uses customized font types, depending on the summary item, and can be restyled to suit what you need. This is the sum-total of the line items in the body and includes:

  • Subtotal

  • Taxes

  • Discounts

  • Recurring fees

  • Total savings

  • Grand total

You can include or exclude each of these items, in case your total footer is larger than the items in your table’s body.

Summary Options Menu

To the left of the footer, you’ll find the Summary Options menu:

Here, you’ll be able to:

  • Include a table-wide discount

  • Include taxes

  • Show/hide total recurring costs

  • Show/hide any footer items

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