Add a Pricing Table

Learn how to insert a Pricing Table into a document or template and start adding pricing.

April 23, 2026

Add a Pricing Table

To insert a Pricing Table into a document or template:

1. Open the document or template in the Editor

2. Click between any two content sections (hover to reveal the + icon)

3. Select Pricing Table from the content menu

4. A blank table appears with default columns: Product, Quantity, Price, and Total

The table is ready for products immediately. You can add them manually or pull from your Product Library.

Pricing Table toolbar

Each Pricing Table has a toolbar with quick actions:

• Eye icon: Toggle visibility on/off

• Settings: Configure table name, currency, tax, discounts, and column display

• Move: Drag to reorder tables within the document

• Lock: Prevent accidental edits (admin or creator can unlock)

• Duplicate: Copy the table with all products and settings

• Delete: Remove the table permanently

Add products

You have two ways to populate your Pricing Table:

Manually: Click Add Product in the table, enter the product name, quantity, and price. Totals calculate automatically.

From Product Library: Click Add from library, select products from your pre-built catalog. Names and prices pre-fill; you adjust quantities per deal. Library changes do not update existing documents. Only new insertions reflect updates.

Use multiple Pricing Tables

You can add multiple Pricing Tables in a single document to organize products by category, service tier, or phase. For example:

• Software (Year 1, Year 2)
• Implementation Services
• Support & Maintenance

Each table calculates its own subtotal independently. Use a Pricing Table Summary element to display a combined grand total across all tables.

Pricing Table vs Pricing Table Summary

• Pricing Table: A standalone table with products and line-item totals. Appears where you insert it in the document.
• Pricing Table Summary: A read-only element that displays the combined total from all Pricing Tables on the page. Use this to show the grand total at the bottom of your proposal or in a summary section.