Warning:Editor 2.0 is not supported in Internet Explorer! Supported browsers are Google Chrome, Safari, Firefox and Microsoft Edge.
To add a pricing table to your document/template, click on the Content tab and drag the Pricing table block into the template (or document) body.
Adding Products, Tax and Discount
Click “Edit data”at the top or double-click inside a row to add products:
- Double-click on a row and type in the product 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)
- Click Back once done.
Pricing table doesn’t support custom fields from catalog items.
To change pricing table currency, click the “Properties” button and update the currency on the right.
- To add a tax or discount, click “Edit data”, double-click in the Tax and/or Discount cell (in the lower-right corner) and enter an amount. In the dropdown, choose tax/discount format: currency or percentage (%). You can add an unlimited number of taxes and discounts.
- Besides that, you can add total QTY, Line item discount and tax total, total fee. Just click "+" and choose an option from the popup.
- Click Save and close once done. Go to Table Properties > Footer > Show more items to add the new footer elements.
If a footer item value equals to 0 (zero), it won't show up in the pricing table (outside the Edit data mode)
You can add a line-item tax and/or discount by adding a new column:
Adding and deleting columns
To add a new column, click “Edit data” and click the “+” symbol on the right. Choose the type of column, name it and save.
To delete a custom column, double click on the column header and click the “Delete column” button.
By default, your pricing table comes with the following columns:
- SKU (hidden by default)
To hide/unhide Name, Price, QTY, Subtotal columns, click on the “Properties” button. Then click on “Columns” on the right. Your customers won’t see hidden columns, but their values will still be included in calculations. You can hide/unhide custom columns this way as well.
Moving Rows and Columns
To move a row, click “Edit data,” hover over the row number on the left to drag it into place.
To move a column, click its header and pull it into place. See the gif below: