Proposify has a pricing table tool that can help you outline your fees to your customer. Each pricing table automatically calculates its value and adds it to the value of your sales document. There are even options available allowing you to set optional fees and editable quantities, enabling your prospects to choose how much of your service they can purchase. These values can be uploaded to your CRM.

This article will cover the basics on what your pricing table can do. We’ll link to more detailed articles in case you want to go into more detail. Here’s what we’ll cover:

Pricing Table Anatomy

A pricing table is broken into three parts:

Each have their own separate styling found in the Styles and Formatting menu.

Header

The header uses table header font type and outlines where your columns are located. Each column header can be rewritten and restyled to suit what you need.

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 Table Settings.

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.

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

Select the gear icon to the right of your selected row to expand the Row Options menu:

This menu helps you:

  • Copy this row to your Fee 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 the quantity column as optional

  • Set a custom style for the row

  • Make the row optional for prospects

  • Include the row in the table’s footer.

Summary

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 starts becoming 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.

Related Reading

  • Table Formatting

  • Pricing Tables

  • Row Types

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