# 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.