Pricing, Fees & Tables

Update: New Pricing Tables

Some information and answers about our new Pricing Tables revamp.

Written by Allan Duquette
Updated over a week ago

Converting Your Tables

Take advantage of our powerful new tables by learning how to seamlessly convert your old tables into them.

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Written by Andrew Dunn
Updated over a week ago

Adopting the New Pricing Tables: Best Practices

Here’s couple tips and tricks to get the new pricing tables up-and-running throughout your entire account ASAP.

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Written by Andrew Dunn
Updated over a week ago

Anatomy of a Pricing Table

Want to use our Pricing Tables tool and don’t know where to start? Here’s a quick primer.

Written by Allan Duquette
Updated over a week ago

Add and Edit Tables

This article covers how to add pricing tables to your sales document.

Written by Allan Duquette
Updated over a week ago

Inline Fee Tables

Need a table inside of a text box? Want your table to flow to the next page? We've got you covered!

Written by Allan Duquette
Updated over a week ago

Add, Move, and Delete Rows

A guide on how to organize your line items.

Written by Allan Duquette
Updated over a week ago

Row Types

Have a wide range of services and are wondering how to best lay them out? Here’s a guide on our table and row types to help.

Written by Allan Duquette
Updated over a week ago

Recurring Fees

Need to outline a recurring charge in your proposal? Here’s a quick guide on our recurring fees.

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Written by Andrew Dunn
Updated over a week ago

Recurring Fees and Integrations

A quick FAQ guide for our recurring fees feature and our integrations

Written by Allan Duquette
Updated over a week ago

Optional Fees

Want to give your customers the luxury of choice? Click here to find out how to make your fees optional.

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Written by Andrew Dunn
Updated over a week ago

Editable Quantities

Looking to let your customers choose how much to buy? Click here to learn about how to make your quantities editable.

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Written by Andrew Dunn
Updated over a week ago

Table Format

Looking to change the look of your tables? Click here to learn how.

Written by Allan Duquette
Updated over a week ago

Custom Row Styles

Add additional flair to your pricing tables by learning how to style your rows one at a time.

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Written by Andrew Dunn
Updated over a week ago

Managing Your Table's Total

Check out this quick guide to learn how you (or your prospect) can exclude your table's total from the deal.

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Written by Andrew Dunn
Updated over a week ago

Taxes and Discounts

Need to outline taxes in your document, or show your prospect how much they’re saving? This article can help you out.

Written by Allan Duquette
Updated over a week ago

Formulas

Looking to add some extra math to your pricing table? Click here to see how to add formulas.

Written by Allan Duquette
Updated over a week ago

Saving Your Fees

Have some fees that you use over and over again? Click here to find out how to easily save and re-add them to any proposal.

Written by Allan Duquette
Updated over a week ago

Importing Fees From the Pricing Library

Tired of manually entering your fees from scratch? Learn how to efficiently import your saved fees into your pricing tables.

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Written by Andrew Dunn
Updated over a week ago

Choosing currency

How to choose a currency for your proposal pricing

Written by Kyle Racki
Updated over a week ago

Currency Settings

Does your company sell outside of your country? Click here to learn more about setting currencies.

Written by Allan Duquette
Updated over a week ago

Manual Totals

Looking to add a dollar value to a document without a fee table? Click here to learn how.

Written by Allan Duquette
Updated over a week ago

Content Tables

Written by Allan Duquette
Updated over a week ago

Table columns

How to add and remove table columns

Written by Allan Duquette
Updated over a week ago

Getting Started With Pricing Tables

Need to add value to your proposal? Click here to see our fee tables feature in action.

Written by Allan Duquette
Updated over a week ago

Editable Quantities

Looking to let your customers choose how much to buy? Click here to learn about how to make your quantities editable.

Written by Allan Duquette
Updated over a week ago

Table Styles

Looking to have your style match your brand's colours and font styles? Click here to see how.

Written by Allan Duquette
Updated over a week ago

Pricing tables

How to create a pricing table and add fees to your proposal

Written by Allan Duquette
Updated over a week ago

Table and Row Types

Have a wide range of services and are wondering how to best lay them out? Here’s a guide on our table and row types to help.

Written by Allan Duquette
Updated over a week ago

Adding/Moving/Deleting Rows

Here's a guide on how to lay out your proposal's table rows exactly the way you'd like them.

Written by Allan Duquette
Updated over a week ago

Taxes and Discounts

Looking to add a tax to your fee table? Want to provide a discount as an incentive? Click here to see how to add taxes and discounts.

Written by Allan Duquette
Updated over a week ago

Adding A Discount To Your Fee Table

Want to show your client a little love? Here's how to add a discount to your fee table.

Written by Allan Duquette
Updated over a week ago

Adding A Tax To Your Fee Table

Need to show the client the full cost of your service? Here's how to add a tax to your table.

Written by Allan Duquette
Updated over a week ago

Including Taxes In Your Total

Looking to avoid surprising your client with additional charges for taxes? Here's how to include taxes in your total.

Written by Allan Duquette
Updated over a week ago

Importing Fees From the Pricing Library

Tired of manually entering your fees from scratch? Learn how to efficiently import your saved fees into your pricing tables.

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Written by Andrew Dunn
Updated over a week ago