Anatomy of a Pricing Table

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

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 found 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 Options 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, edit and import your line items. The line items determine which columns display in the header, and which lines appear 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

• Create a new row

• Duplicate the row

• Delete the row

• Change the row’s type

• Set the row as a recurring monthly/annual charge

• Show/hide recurring charges in the recurring details panel

• Set the “Quantity” column as editable by prospects

• Set a custom style for the row

• Make the row optional for prospects

• Exclude the row from the table’s total

Footer

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

• Subtotal

• Taxes

• Discounts

• Recurring fees

• Total savings

• Total

You can include or exclude each of these items if 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:

• Show/hide total recurring costs

• Include a table-wide discount

• Include taxes

• Show/hide any footer items