How to add them?
- create your tables in the quote tab
- when editing the content drag the pricing table area somewhere as usual
- the app will ask you which table you want to insert
How it works
You can add multiple pricing tables to each proposal. Each pricing table can be non-optional, or optional - with either a checkbox or a radio button inside. You can combine all these table types in a single proposal.
"Optional: no" tablesItems in these tables are counted towards the grand total even if they are not inserted in a proposal.
"Optional: checkbox" tablesItems in these tables are counted towards the grand total only if the checkbox is checked.
"Optional: radio button" tablesItems in these tables are counted towards the grand total only if the radio button is selected. Clients can select exactly one pricing table of this type in each proposal. You can't for example create two or more different groups of tables for clients to choose from.
Displaying grand totals
Add [TotalCost] and/or [TotalCostWithTax] tokens to your proposals, their values will be automatically calculated on the fly when clients click optional pricing tables and optional items inside tables. Using these tokens is especially useful if you have more pricing tables as they display grand totals.
Or you can tick the "display grand totals" checkbox when editing a pricing table to display them - the pricing table with this checkbox doesn't even have to have any items, so you can create and insert one table just for displaying grand totals. This solution is useful if you use different periods (monthly, yearly etc.) as this summary table will display all these periods.
- 3 radio button tables for different base products (product A, product B, product C) + 1 non-optional table with optional items for additional service
- X checkbox tables with + 1 non-optional table with no items, that will display just grand totals
- 2 radio button tables + 3 checkbox tables