Pricing table 2.0. Discounts and taxes
Note:
We are gradually opening the new pricing table to PandaDoc customers. If you’d like to have it enabled for your account, please reach out to PandaDoc Support at support@pandadoc.com. Please note, the new pricing table is Editor 2.0 only.You can show a line item discount and tax, as well as total discounts and taxes. Let’s take a closer look at each of them.
Discounts
In order to add a line item discount, click the plus sign on the right side of the pricing table or right-click in any cell and select Discount. Then, double-click on the cell where you’d like to add a discount — you can choose between a flat amount or a percentage in the dropdown. Please note: The discount will always be displayed as a flat amount.
A total discount will be shown in the pricing table footer by default. Double-click on the amount to edit it. As with the line item discount, you can enter a percentage or a flat amount, but the discount will always be displayed as a flat amount. Double-click on the discount name to rename it to anything else.
To delete or hide a line item discount, click the small arrow in the top right corner of any cell or right-click in any cell in the column, then select Delete or Hide column.
To delete or hide the total discount, click the small arrow in the top right corner of the discount cell or right-click in it, then select Delete or Hide.
Taxes
In order to add a line item tax, click the plus sign on the right side of the pricing table or right-click in any cell and select Tax. Then, double-click on the cell where you’d like to add a tax — you can choose between a flat amount or a percentage in the dropdown. Please note: The tax will always be displayed as a flat amount.
A total tax will be shown in the pricing table footer by default. Double-click on the amount to edit it. As with the line item tax, you can enter a percentage or a flat amount, but the tax will always be displayed as a flat amount. Double-click on the tax name to rename it to anything else.
To delete or hide a line item tax, click the small arrow in the top right corner of any cell in the column or right-click in any cell, then select Delete or Hide column.
To delete or hide the total tax, click the small arrow in the top right corner of the tax cell or right-click in any cell of the tax column, then select Delete or Hide.
