Pricing table 2.0. Add and set your pricing table

This article will help you get started with the pricing table. 

First, add the pricing table block to your document.

Add products

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.

Hide/unhide columns

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:

• Text
• Tax
• Discount
• Fee
• 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 Automatic import feature on your pricing table in a template. This allows you to send products from your CRM into your pricing table.

Related articles

A PandaDoc pricing table can do much more! Follow the links below to learn about other features in detail:

• Optional items and editable quantity
• Group products under sections and set up multiple choice
• Discounts and taxes
• Table formatting