Include a pricing table in your quotes or contracts, and use it with PandaDoc’s product catalog!
Availability: All plans
To add a pricing table on your document/template, click on the Content tab and drag the Pricing table block on the document body:
You can add products in two ways:
- Click on Add Row and type in your product’s information manually.
- Click on Add from Catalog and add one or multiple items from your PandaDoc Catalog. (Click here to learn about setting up your Catalog.)
To make your pricing table more structured, you can add Sections. Just click the Add Section button at the bottom of the table.
Adding and deleting columns
To add a new column, click Add column in the top right corner of the pricing table. You will see a popup with two options: Select (an existing) column and Create empty.
Create empty gives you two options:
- Plain text (not part of the formula)
- Multiplier (calculated as part of the formula)
Multiplier can contain only numbers (not %) and you can add as many Multiplier columns as you want.
Select column allows you to add columns that were hidden before, or add custom fields from your catalog item.
To delete a column, click on the column header and click the “Remove/Hide” button on the right.
By default, your pricing table comes with the following columns:
- SKU (hidden by default)
To hide Price, QTY, Subtotal columns, click on the column header. Then click on Hide Column on the right. Your customers won’t see hidden columns, but their values will still be included in calculations.
To restore a Price, QTY or Subtotal column that is hidden, click “Add column” and select it from the list.
to add a catalog column to your pricing table, you must add this product from your catalog first.
Moving Rows and Columns
To move a row, click on the row and use the green handle on the left to drag it into place. To move a column, click its header and pull the green handle at the top, like this:
Tuning up your pricing table
In settings on the right, there are several things you can add/modify to customize your pricing table:
- Modify the currency
- Specify the number of decimals (2 is max)
- Add taxes (2 max). You have two options here: line item and total tax. And for the total tax, you can specify an amount in percentage and in your currency.
- Add a discount
- Show/hide pricing table headers and borders
- Show/hide pricing table totals
Pricing table tokens
A token is a merge field designed to auto-populate frequently occurring information. Read more about tokens here.
- You cannot use tokens in calculation;
- You cannot use tokens in the pricing table except for the name column.
You can use tokens to autofill information about:
- Total [PricingTable1.Total]
- Discount total [PricingTable1.Discount]
- Quantity total [PricingTable1.Quantity]
- Grand Total [Document.GrandTotal]
in order to use a pricing table token you need to work on a template.
Once you add a pricing table to the template body, the predefined tokens will appear on the pricing table settings on the right
When you add the second pricing table, a new set of tokens will appear, etc:
To combine two and more pricing tables under one total, you can use Grand total (available on Business and Enterprise plans).
Enable it in the Add-on store under Proposal & Quotes.
Then open your template/document with the pricing tables, at the top click Green number to open the Grand total settings. Here you will have options for:
- Grand Total token (if you’re on a template).
Under the Source, you can choose which pricing tables to be included in the Grand Total amount, or you can click on “Custom” and add a custom amount.
Finally, you can use the Grand Total token, click “copy” and add it to your template to have grand total populated in future documents.
Note:the “Grand Total” currency must match your default currency in order to be recorded on Dashboard / Reporting.
Сost and Profit Margin calculation
You can show cost and profit information at the bottom of the pricing table (available on Business and Enterprise plans).
Enable it in the Add-on store under Proposal & Quotes.
Note:This information is only visible to you and users at your PandaDoc account. It will not show to the recipients of the document.
In the pricing table, cost is calculated by adding up all items Costs, and Profit will show the value and percentage. Profit is calculated by (Price-Cost) / Price.
To add a cost value to your item, click on the row and add an amount on the right.
Warning:If you do not use a value or 0 (Zero) for the Cost field, when the calculation is performed, it will use the Price value for the Cost value.
Once you added cost data, use the right side settings to switch on “Show Profit and Margin”.
Let your customer choose items and adjust quantity in the pricing table
To give your recipient multiple choice and/or ability to set quantity, so that they can simply check/uncheck products they want to buy, you can set this up by clicking each item and on the right under Row settings, moving the “Optional” and/or "QTY editable" toggles to ON position.
To have your recipient choose only one position from the pricing table, you must add a section first and in Section settings on the right, switch on “Multiple choice section”.
Interacting with this portion of the pricing table, the recipient will be able to choose only one product:
to give your recipient the ability to interact with the pricing table, you must assign a field to them.