Pricing Table best practices

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    Philip Mayhoffer

    Creative Learning Systems (the company I work for) recently made the switch to PandaDoc for our quotes and proposals and the pricing table features have made it a breeze for me to empower our Sales Team to generate beautiful quotes for existing and new products and services.

    I've found that setting up a sample pricing table in the template is a great way to get my reps up and running with quotes and proposals. With the sample items already in the table, they can simply swap them out for the specific products that they've discussed with their customers.

    Another feature that works really well for us is having optional items in a category/section. The way we use this is to allow the customer to select which tier of support they would like after the initial purchase of our SmartLab products and for any additional options that are available. 

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