This article will help you get started with the pricing table.
First, add the pricing table block to your document.
To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog). Alternately, click From catalog to import products from your Catalog. You can also right-click in any cell and select Insert from catalog below to quickly add a new item. You can enter line items in your pricing table manually as well.
After you import an item from your Catalog, its custom fields will be automatically added as hidden columns. To display a custom field, click the plus sign on the right side of the pricing table or right-click in any cell, then choose your custom field from the hidden columns.
If you'd like to display the product description in a separate column instead of below the product name, hide the Name column by right-clicking on it > Hide column. Then, click on the plus sign on the right side of the pricing table, or right-click in any cell, and under Add hidden, select the name column and the description column adding them separately. Please note, this action cannot be reverted.
Set pricing table currency
Navigate to pricing table properties and select table currency.
If you are using Document value, make sure the currency in Document value settings matches the pricing table currency. Otherwise, the pricing table will not be included in the Document value calculation.
Don’t want certain columns to be displayed in the pricing table? No problem! Click on any cell within the column, click on the small arrow in its upper-right corner, or right-click in any cell, and select Hide column.
When a column is hidden, it’s still included in the calculation.
To bring back the hidden column, click the plus sign on the right side of the pricing table or right-click in any cell.
Similarly, you can hide Subtotal, Discount, Tax, and Total in the pricing table footer. Discount and Tax can be deleted as well.
Add fees, line item discounts, and taxes
Click the plus sign on the right side of the pricing table or right-click in any cell to add a new column. You’ll have the following options:
- Additional multiplier
You can hide or delete columns you’ve created. Simply click on a cell within that column, then click the small arrow in its upper-right corner, or right-click in any cell, and select either Hide or Delete column.
Move columns and rows
It’s easy to move columns and rows. Simply click and drag the green label at the top of the column or on the left side of the row:
Import product data from your CRM
If you’re using one of our integrations to create documents directly from your CRM, you can turn on the Data merge feature on your pricing table in a template. This allows you to send products from your CRM into your pricing table.
Note:This feature might not be available in some integrations. Please refer to a guide about your CRM integration with PandaDoc.
Сost and Profit Margin calculation
Availability: Business and Enterprise plans
You can easily calculate and control your profit margin based on the cost and price of items in your pricing tables.
Enable Profit Margin calculation in the Add-on store under Proposal & Quotes.
Note:The Cost column in the pricing table, as well as %Profit Margin app on the right panel, are visible to only you and anyone else using your PandaDoc account. Your recipients do not see this information in your document.
To calculate your profit margin, open a template or document containing a pricing table and follow these steps:
- Click the right-side panel in your pricing table and choose Cost under Add hidden.
- If you don’t have a cost added to a product in your catalog and its value is 0, click on the cell in the column and add a value to it. (Click here to learn about our catalog feature.)
- Go to Apps on the right, then click +Add on the %Profit Margin tile.
That’s it! You can now see your profit margin automatically calculated.
Note:Tax is not included in %Profit Margin calculations.
Tip:By adding the %Profit Margin app to your templates, it will then be enabled by default to all documents created from your templates.
In the %Profit Margin app, cost is calculated by adding the cost of all items. Profit will show as a value and Margin will show as a percentage. Profit is calculated by Price - Cost. Margin is calculated by (Price - Cost) / Price.
Note:If you do not use a value or 0 (zero) for the Cost line item, the Price value will be used for the Cost value when the calculation is performed.
If your template or document contains several pricing tables, you can easily navigate through them by clicking on a table in the %Profit Margin app.
Pricing table variables
Pricing table variables helpyou easily reuse data from the pricing table footer in your template, document, or form. Each row you add to the footer of your pricing table will appear as a variable, as long as it has a value.
To access the list of variables, first click on a pricing table in your template, document, or form. Then, click Properties on the floating panel and select Variables on the right. Finally, click the copy icon next to the variable name and paste the variable into your document’s content.
You can also find pricing table variables in the Variables tab on the right.
Note:If you rename a pricing table, variables will automatically reflect this change.
Pricing table images
It’s easy to make your proposals and quotes look even more professional by adding images of products in your catalog.
Once you import a product from your catalog to a pricing table, all images associated with the product will appear under the product description in the Name column.
Note:Only .jpg and .png files can be used as catalog product images.
To delete an image, first click on the image itself, then click the trash bin icon.
To resize an image, first click the cell options arrow button (step 1 in the screenshot below). Then, in the dropdown, hover over Image size and choose either Default or Fit to cell (step 2 in the screenshot below).
Another way to resize an image is to hover over a column’s vertical border until it’s highlighted in green, then drag the border to resize the column width. The image will resize accordingly.
You and recipients of your document can preview a product image by clicking on it. Preview mode includes all images in the cell.
Tip:If you'd like to create a separate column for images, as well as for the product's name and description, simply hide the Name column and add these new columns.
A PandaDoc pricing table can do much more! Follow the links below to learn about other features in detail: