What is the Pricing Table content block and how do I use it?

Focus:  The focus of this self-help article is to provide steps and information to about the PandaDoc Editor content block “Pricing Table”

What is the Pricing Table Block?: This is available for the Professional, Business and Enterprise plans. The Pricing Table block is used when you want to create a pricing table for your template/document. The Pricing Table block also works in conjunction with the “Catalog”, found on the left. Click here for more information about the Catalog. Please note: For Price columns, Qty columns, discount and taxes, you can have up to 10 decimal places, with a total of 30 digits.

Watch this 2-minute overview about PandaDoc’s CPQ (configure price quote) module

Step 1: Create a document/template. Click on “New Document/New Template” on the upper right and then click on “Create a Doc”/”Create a template”.

Step 2: Adding the Content Block. Over on the right, click and drag the Pricing Table block over and then you can add your text.

Step 3-A: Pricing Table Content Block Options. With the Pricing Table block, there are many options in order to configure the pricing table. Including Currency, Taxes, Discounts, Headers, Borders, and Show Profit and Margins (Available by Request). Please note: You delete the Price and QTY fields so they will not show in the table, but it still will calculate the Subtotal. Please Note: QTY, we do not support negative qty in pricing table. value should be great or equal to 0

Step 3-B: Currency With this option, you can select a different currency that will be displayed within your pricing table.

Step 3-C: Decimal Places Here, you can set the number of decimal places that will be shown in the pricing able. There are options for 0,1,2 decimal places.

Step 3-D: Taxes With taxes, you have the options to add Line Item tax, which will add a column for Tax or you can add Total tax, which will add a total tax at the bottom of the pricing table. In the red section below, you can also rename the tax and this name will show up in the table. Please note: that you can have more than one tax per each table.

Step 3-E: Discounts  With Discounts, you have the options to add Line Item discount, which will add a column for Discount or you can add Total Discount, which will add a total discount at the bottom of the pricing table. Please note that you can  only have one discount per each table, either Line item or total discount.

Please note: If you are using Line item taxes or discounts, you also have the ability to “hide” those columns from being displayed, but they will still be calculated for the line item row. This is done by clicking on the column name and click on “Remove Column”.

Step 3-F: Headers and Borders With Headers and borders you can configure how the pricing table is displayed. For Headers, this will enable/disable the top gray bar that includes the column names. For Borders, this will enable/disable the lines that go in-between the columns and rows and the outside boarder around the table.

Step 3-G: Totals You will see options to include, “Subtotal”, “Show Section Subtotal”, “Grand Total”, “Total Quantity”, “Show line item tax discount”, and “Show line item discount total”.. Check each box if you want to have this data to be displayed at the bottom of the pricing table.

Showing Section Subtotal: You will also see the option to enable section subtotal if you are using “sections” in the pricing table. Example showing below:

Changing the names of the totals. You can click on each of the total names to make any changes you need.

Step 3-H: Show Profit and Margin Currently, this is only available by request and can be used with Business and Enterprise PandaDoc Plans. If you wish to use this feature, please enable via Add-ons store. The cost and profit information will show up at the bottom of the pricing table. Cost is added to the pricing table per the total of all the Cost fields for all items in the pricing table and Profit will show the value and percentage. Profit is calculated by (Price-Cost) / Price.  Please note: If you do not use a value or (0-Zero) for the Cost field, when the calculation is performed is will use the Price value for the Cost value.  This information does not show to your clients. To learn more about this feature, click here.

Step 3-I: Tokens Tokens are shown for pricing table and be used through your template and document to autofill this information. Currently there are four tokens for the pricing table, “Total”, “Subtotal”, “Total Discount” and “Quantity Total”. What is a token?

Step 3-J: Using Grand Total and ability to combine two pricing tables. We now have the ability in to setup a Grand Total option for your pricing tables.  Grand total is available for the Business and Enterprise PandaDoc plans and can be enabled via the PandaDoc Add-ons Store.

Once enabled, use the Pricing table settings on the right and “enable” “Include in Grand Total”.  Then at the top of the template/document, click on the Green number, this will open the Grand total settings. Here you will have options for Currency, Source and the option to use “Grand Total” token.  Under the Source, you can choose which pricing tables to be included in the Grand Total amount, or you can click on “Custom”. Finally, if you wish to use the Token for Grand Total, click on the copy button and then add this to the content of your template/document.

Step 3-K: Column alignment and deleting columns. With the following option, you can change the column alignments and delete columns of data. Such as “Name”, “Price”, “QTY”, “Subtotal”, or any custom column you add.  You will see the options for “left”, “center” and “right” alignment and an option to remove.

Step 4-A: Adding more Rows, Columns and Sections to the table. At any time, you can use the buttons “+ Add Column” ,“ +Add Row” “+ Add Section”  to increase the size of the table. When you click on “+Add Column”, you will given a choice to add SKU or “Create Empty”

Step 4-B: Section –Exclusive items (Multiple Choice Selection) —  you now have the option to enable “Sections” to be exclusive for your recipients to choose from.

To use this feature, use the button “+ Add section” and text for the Section name. Over on the right, enable the option “Multiple choice selection” to the ON position.

Next, Radio buttons will appear next to the line items in that section. By Default the first row will be selected, however, your recipients will be able to choose any line item in the section. Please note: In order for your recipients to choose the radio button for the line item, they must have at least one “field”, example “Signature Field” assigned to the recipient.

Step 4-C Rearranging Rows and Columns.  With this option, at any time, you can change the order of the rows and columns. To do this, select the row or column, as shown below. For example for “Columns”, you would need to select the column header to re-arrange or remove. Hold down your mouse and then you can move them around. You can delete columns of data as well (except For Price) by using the right side bar, scrolling down and click on “Remove Column”.

Step 4-D: Adding a column for “Additional Multiplier”. –You now have the option to add a new column and use it to add a “multiplier”. Click on +Add Column and then choose the radio option “Multiplier calculated as part of the formula”.

When you do this, Add a name to the column and then enter in a value to be “multiplied” for the subtotal amount.

Shown below we have added a new column and you will see “Multiplier” has been added as the column name and example of the calculation:

Step 4-E: Using Cost. Here you will see a Cost field that can be filled out and to be used with Step 3-H: Show Profit and Margin.

Step 5-A: Using your Catalog Items  In the Name Field, type in the first few letters of your Catalog item, click on it and you will see it appear, or you can click on the +Add from Catalog (Catalog Picker) to add multiple items at one time. Click here for more information about the Catalog.

Step 5-B: Adding SKU Column and Custom Fields to the pricing table. Once you have added your Catalog items, you can add a new column “SKU” and if your Catalog items have custom Fields, you can also add these as columns to the pricing table.

Step 5-C: Catalog images. If you have added images in your Catalog item, you will see the images be displayed underneath the description field in the pricing table. At any time, you can click on the “X” on the top right of the picture to remove it. When you or your client clicks on the image, a large version will be displayed.

Step 6: Configuring “Rows” and options. With each of the “Rows” or items that you have added to the pricing table, there are two additional options that can be used. They are “Optional” and “QTY” Editable. Please note: For your Recipients to use the optional and QTY editable feature, you need to have a field assigned to the recipient.

A. Optional – You can set your item to be “Optional”. This will allow your client to “choose” this item when they view the document. If selected, it will be calculated on the pricing table.

B. QTY editable – You can set your item to have the option for “QTY editable”. This will allow your client to update the QTY for the item in the pricing table.

Example of Optional and QTY editable added.

Example of Tables: Showing two examples, one without Custom and another with Custom Fields, Optional/QTY editable, taxes and discounts.

Example 1: Plain table added:

Example 2: Optional/QTY editable, taxes and discounts.

Step 7: Advanced CSS: The CSS Classes option can be found by clicking into a block and then clicking Advanced on the block settings panel. So, if we add the CSS Class of “user-customclass” below, it allows you to target a specific element on the page with that class in our CSS editor.
Please Note: This is advanced stuff and assumes you have some knowledge of HTML and CSS. Proceed with caution. You can add multiple CSS classes separated by a space.

Step 8: Restrict Pricing table. — BETA Feature as of 10/18/2017 – You can now restrict access to the columns in the pricing tables to allow/disallow your team members to edit the pricing table. See Step 4 below. If you would like to try this feature, please contact us via the Green Help button to enable this for your account. Click here for more information about this feature. 

 

 

Step 9:  Adding other content.  Once you have the Table content added, be sure to look at the other Content Blocks for the PandaDoc Editor.

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