Formulas
Looking to add some extra math to your pricing table? Click here to see how to add formulas.
Proposify has mastered the “unit quantity x price = subtotal” equation. Your pricing might be more complex, though. Proposify has a formulas tool that you can use to perform more advanced math with your pricing table cells. Let’s go over how this works.
Locate a Formula Cell
Any cell using a formula will be highlighted in yellow when selected:
To view the formula, double-click the cell to open the formula menu:
If you’re using a unit/quantity or recurring row, our pre-made formula will appear in the subtotal column.
What Formulas Can Reference
Here’s what you can reference in a formula:
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Other cells in the table, including cells already containing a formula
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Other cells in tables found in the same section
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Numbers
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Addition
(+) -
Summation
sum(x:y) -
Subtraction
(-) -
Multiplication
(*) -
Division
(/) -
Brackets
( )
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Reference |
Example |
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Other cells in the table, including cells already containing a formula. |
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Numbers |
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Addition |
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We'll remember the cells you reference in a formula, even when moving your line items around. For example, if you reference B3 and move row three down two rows, the reference will update to B5.
Like other calculator software, we do brackets first then left-to-right. We don’t follow the order of operations rules we learned in grade school.
Create a Formula
To create a formula, select a cell and enter =. The formula menu will appear over the cell.
Select the cells you would like to include in the formula. When selecting more than one cell, we default to multiplication. You can change that by selecting the formula menu and making your own edits, though:
Once your formula is ready, select the checkmark icon to save.
Edit a Formula
To edit a formula, double-click a cell to bring up the Formula menu. Here, you can change your operations, remove a reference, or select a new cell to add.
If you have second thoughts, you can click X to cancel your changes and go back to the original formula.
Remove a Formula
To remove a formula, double-click a cell to reveal the Formula menu. From here, click Remove Formula.
Once selected, a confirmation button labelled Remove will appear on the right.
Select the button to delete the formula. The last value entered in this cell will remain.