Pricing Table best practices

The PandaDoc pricing table can be a bit overwhelming. In this post, we’ll go over some of the best features and best practices. Let’s get to it!

Optional Items:

The PandaDoc pricing table allows you to mark certain line items as optional and or quantity editable. 

Sometimes you have a proposal to send out with line items of products or services you have discussed with the recipient, but a great way to do a bit of upselling is making some items optional. They want to buy a service, but maybe some training too?

To enable this for a line item, first hover your mouse over any cell in the row. Next you’ll see a little down arrow on the top right of the cell, click ‘Recipient options’ and then click ‘Enable optional item’. 

Quantity:

Sometimes recipients need to pick how many of a particular item they would like to purchase.

To enable this for a line item, hover your mouse over any cell in the row. Next you’ll see a little down arrow on the top right of the cell, click ‘Recipient options’ and then click ‘Enable quantity editing’

Sections:

You can add one or more sections within the Pricing Table. Sections are great for dividing up goods from services or products and installation. 

Click the table block and there you’ll see an option to ‘+ Section’. The section is added at the bottom of the table. You can then add a new item or move existing items needed beneath the section.

Multiple Choice

With at least one section added to the pricing table, you now have the ability to setup Multiple Choice selections. This feature is great for selling packaged items, bundled deals, and more. Multiple Choice forces the recipient to choose just one item.

With a section added to the table, click the section and on the right you’ll see a down arrow on the top right corner. Pick ‘Recipient Options’ > ‘Enable multiple choice’.

Note:

To use these features, the document that is sent would need to have at least one field assigned to the recipient. If the document does not have a field assigned then the Optional, Quantity, and Multiple Choice would not be actionable. 

Pull products and services from your CRM:

With most of the integrations with CRMs that PandaDoc offers, there is the ability to pull over items that may be listed as products in the Deals or Opportunities. Along with this functionality we recommend that the Pricing Table in the template does not have any rows inserted this way, when the document is created and products pulled from the CRM there are no blank or empty rows.

Customize by adding or removing columns:

When the pricing table is placed the standard columns shown are: Name, Price, QTY, and Subtotal. But you are free to delete these columns if they are not needed. Moreover, you can add in custom columns; such as, additional text, discount, fees, SKU and multiplier columns. 

The example below shows Consulting services being offered at an hourly rate but we need to show work for several days. For this, we’ll be adding a multiplier column and renaming it to ‘Days’. Then we’ll arrange the columns and add the number of days.

Your Turn

What tricks and best practices have you discovered?