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

Proposify’s pricing tables do some heavy lifting in your document. They can set the value of your document and even help your prospects upsell themselves. Let’s go over how to add these to your account.

Add A Table

There are two kinds of tables in Proposify: inline and free-form.

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.

free-form 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.

Inline

To add an inline table:, select Table from the right-hand toolbar:

1. Select a textbox until you see a blinking cursor. Move the cursor to where you want the table to be added.

2. Click Add Pricing Table from the toolbar to open Table Properties in the menu pane.

3. Click the button labelled Add Pricing Table.

Free-Form

To add a free-form table:

1. Click Add Pricing Table from the toolbar to open Table Properties in the menu pane.

2. Click the button labelled Add Pricing Table.

3. Drag and resize the table to match what you want.

Move and Resize 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.

Inline

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.

Free-form

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.

Delete a Table

To delete a table, either free-form or inline:

1. Select the table. A border will appear around it.

2. Press Delete or Backspace on your keyboard.

You can also expand Table Options and select Remove Table :