Availability: Business and Enterprise plans

We're automatically upgrading templates that use Pricing tables to Quote builder. Your products, pricing, and design settings will carry over automatically. You don't need to take any action.

This article explains what's changing, what stays the same, and how to restore a previous version of a template if needed.

What's changing

Starting the week of March 16th, templates containing Pricing tables will be automatically upgraded so the pricing section becomes a Quote builder block. The following carry over during the upgrade:

Line items, quantities, prices, discounts, taxes, fees, and totals
Table structure including rows, columns, and section layout
Design settings including fonts, borders, header styling, colors, and spacing
Data merge status, column mapping and merge rules
All pricing calculations

What's not changing

The upgrade only affects templates that contain Pricing tables. It does not affect:

Documents that have already been sent or signed - these will continue to display and function normally
Templates with complex configurations such as subscriptions, volume-based pricing, or CPQ rules - these are excluded from this upgrade

Restoring a previous version of a template

If you prefer to return to an earlier version of a template, you can restore it using template history. This option is available to Admins, Managers, and other roles with template editing permissions.

To restore a previous template version:

Open the template
Click Template history
Locate the version created before the upgrade
Click Restore version

Classic editor

New editor

Note: Documents that were already created or sent from the upgraded template will not be affected by a restore.

About Quote builder

Quote builder is PandaDoc's newer quoting experience and the foundation for all future quoting improvements. It supports a broader range of pricing scenarios than Pricing tables, including subscriptions, volume-based pricing, product bundles, and advanced CPQ workflows.

What you'll gain with Quote builder

Quote builder supports a broader range of pricing scenarios than Pricing tables. Here's how the two compare:

Feature	Pricing table	Quote builder
CORE QUOTING
Add products from catalog	✅	✅
Reorder products	✅	✅
Import product data from CRM	✅	✅
Auto-calculate totals, discounts & taxes	✅	✅
Reuse data as variables	✅	✅
Product images	✅	✅
RECIPIENT OPTIONS
Optional line items (recipient-selectable)	✅	✅
Recipient quantity editing	✅	✅
PRICING STRUCTURE
Volume discounts	Limited	✅
Recurring pricing	❌	✅
One-time & recurring subtotals (separate)	❌	✅
Discounts / taxes / fees in section headline	❌	✅
Product bundles	❌	✅
DESIGN & LAYOUT
Advanced design layouts	❌	✅
Granular editing permissions	❌	✅
Custom column layout	✅	✅
FINANCIALS & REPORTING
Cost & profit margin calculation	✅	Coming Soon
Payment – % of total	✅	Coming Soon