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 email@example.com. Please note, the new pricing table is Editor 2.0 only.
In this article, we’ll show you how to group line items under sections, plus how to create multiple-choice sections for displaying subscription plans or packages.
Add and delete sections
In order to group similar products, click on the pricing table > Section. A section header will be added at the end of the pricing table. Under the section header, click on the plus sign to add rows and enter line items.
You can reorder sections if you have more than one section in your pricing table.
Note:You cannot move or delete a section header on its own. These actions are applied to the entire section, including rows and section subtotal.
If you have one section in your pricing table and you’d like to move it up or down, instead of dragging the section header, click and drag the rows so they are displayed either inside or outside the section. Press the Command key (⌘) on Mac, control key (Ctrl) on Windows, or Shift key on either, to select multiple rows and move them all at once.
In order to delete a section, click on the small arrow in the top right corner of the section header, or right-click in the section header, and choose Delete section. Please note: The rows included in the section will be deleted as well. To avoid this, drag them above or below the section.
Show section subtotal
You can display a section subtotal by first going to the pricing table properties; once there, look under Display options and toggle on Show section subtotal. The subtotal will be displayed for all sections in the pricing table.
If you’d like to display subscription plans or different packages to your customer where otherwise they’d be limited to only one option, use the multiple-choice section feature.
Add a section by clicking on + Section under the table:
Next, in the section header, click the small arrow in the top right corner, or right-click in the section header, and select Recipient options > Enable multiple choice.
Then, add rows (if you haven’t already). The radio button will be displayed next to product items on the left.
Make sure at least one field is assigned to the recipient so they’re able to interact with the table. Now you’re ready to send this document!