Add a pricing table and let your client choose

Add line items, discounts, taxes and monthly prices to a proposal, let your client pick options and quantities, and lock what they accept into the signed document.

For senders, team membersPlans: Free, Growth, Agency, Scale, Trial

A pricing table shows your client what they pay. You can add one-time and monthly prices, discounts and taxes. Your client can add optional items, pick one option from a group and change quantities you allow. When they sign, their choices are locked into the signed document.

Plans: Free, Growth, Agency, Scale, TrialRoles: Owner, Admin, Member

Before you start

Pricing tables are blocks in documents you edit in the Plutosign editor.
Prices are per unit. A quantity is a whole number.
A table can have up to 5 named taxes and 3 custom columns.
Every pricing table shows the heading Your investment. You cannot change this heading.

Add a pricing table

In the editor toolbar, click Insert. Then click Pricing table. You can also type / in the document and choose Pricing Table.

Click Add item. A new row opens.

Type the Item name and an optional Description (optional). Set the Qty and the Unit price.

In Billing, choose One-time, Monthly, Quarterly or Annually. New rows start as One-time.

To give a row a discount, type it in the discount box. Use the % menu at the start of the box to change it to $ for a fixed amount.

To tax a row, type a rate in Tax %.

To give the whole table a discount, click + Add table discount under the totals. Choose % or $ and type the amount. To remove it, click the bin icon next to it.

The row Total and the totals at the bottom update as you type. To remove a row, click the bin icon on the row.

Use named taxes, extra columns and option groups

Click Columns, taxes and options under the totals to open the table settings.

Under Taxes (applied in order), click Add tax. Type the tax name and its rate. For the second and later taxes, select Tax on tax to also tax the taxes above it.

Under Columns, turn on Multiplier (for example, a number of months) or Flat fee (for example, a setup fee). You can rename each column. To add your own column, click Add custom column and choose Text or Number. A number column can Multiplies line total.

To see your margin, turn on Internal cost and margin (only you see this). Type a Unit cost on each row. The Margin (only you see this) panel shows Revenue before tax, Internal cost and Margin. Your client never sees cost or margin.

When a table has named taxes, each row shows a Taxed checkbox. Clear it for a row that is not taxed.

Show a monthly price next to a one-time price

When a table has rows with different Billing values, the bottom of the table does not show one Total. It shows one amount for each billing period:

Due now (one-time) for one-time rows.
Then monthly, Then quarterly or Then annually for recurring rows. The amount shows a suffix such as /mo, /qtr or /yr.

If the table has a discount or tax, it also shows a subtotal, discount and tax line for each period, for example One-time subtotal and Monthly subtotal.

Check the billing summary under the rows. Make sure each amount is what you want your client to pay for that period.

Let your client choose

You can let your client change the price in three ways. Each is set per row.

Optional items

Turn on Optional on a row. The row shows in the table, but it is not in the total. Your client can add it when they sign. In the editor, the line Optional items (not in total) shows what these rows add.

Quantities your client can change

Click Client can change qty on a row. Your client can then type a new whole-number quantity for that row. They cannot change the quantity on other rows.

Packages: your client picks one

Use an option group when your client must pick exactly one choice, for example Basic, Standard or Premium.

Open Columns, taxes and options. Under Option groups (client picks one), click Add option group. The first group is named Package. You can rename it.

On each row that belongs to the group, set Option group to the group name. To choose which row is in the total until your client picks, select Default on that row. If no row is the default, the first row in the group is used.

A row in an option group cannot also be Optional. If you remove a group, its rows become normal rows again.

Add items from your product catalog

You can save the products and services you sell on the Products page. Then you can add them to any pricing table.

To add one product, click Add Product on the Products page. Fill in Name, Description, Price, SKU and Taxable.
To add a product to a table, click Import from catalog under the rows. Search by name or SKU, then click the product. It is added as a new row with its price. A product gets a billing period only from a CSV import with a cadence column. Other products are added as One-time. You can change Billing on the row.

Import products from a CSV file

On the Products page, click Import CSV.

Choose a .csv file, or paste the CSV text in the box. The first line must be a header row. name and price are required. You can also add sku, cadence, taxable and cost.

Check the preview. The Action column tells you what each row does: Create, or update SKU for a row with a SKU that you already have, or Create new (no SKU). Fix any errors that show. Then click Import N products.

CSV rules:

price and cost are amounts such as 49.99 or $1,200.
cadence accepts one-time, monthly, quarterly or annually. A blank cell means one-time.
taxable accepts yes or no. A blank cell means taxable.
An empty cost cell clears the stored cost. Cost is internal. Only your team sees it.

name,sku,price,cadence,taxable,cost
Strategy workshop,WS-01,2500,one-time,yes,900
Retainer,RET-M,4000,monthly,no,2200

What your client sees

Your client sees the table on the signing page. They do not see cost, margin or the settings panel.

Your client makes their choices on the signing page:

For an optional row, they select its checkbox. The badge changes from Optional to Added.
For an option group, the group name shows with — choose one. They pick one row. That row shows Selected. The others show Option.
For a row with a quantity they can change, they type the new quantity.

The totals update when they change a choice. The line N optional items available shows what the optional rows they have not added would cost. When the table has choices, on a phone a bar at the top of the table keeps the total in view, for example "Due now … · then …/mo".

What happens next

When the first signer signs, their choices become the agreed pricing. The server works out the totals again from your table. It does not take prices from the signing page.
If more people sign after them, those people see the agreed pricing locked, with this notice: "This pricing was agreed and signed by another party, so it's locked. Review the figures below before you sign." They cannot change it.
The signed document shows the items your client accepted, with their quantities and totals.

Open the signed document. The pricing table shows what your client chose, with the notice "Your client chose these options when they signed. The pricing is locked."

Checks before you send

When you open the send dialog, the Pre-send checklist checks each pricing table. You see the result in the Content check row. A blocking problem stops the send until you fix it.

Check	What happens
A row has a negative price, quantity, discount or tax	You cannot send. The message says to use 0 or more.
The table totals zero or less, even with every optional item added	You cannot send. Add a price above zero, or remove the table.
Your text says "total" with an amount that is not the table total	A warning only. Make the text and the table match. This check runs only when the document has one pricing table with no recurring rows.

Limits

Limit	Value
Quantity in a row	Whole number, at most 1,000,000
Unit price in a row	At most 10,000,000 in the table's currency
Named taxes per table	5
Custom columns per table	3
Products per CSV import	500
CSV file size	512 KB
Product name / SKU in a CSV	200 / 100 characters
Rows shown in the CSV preview	The first rows only (all valid rows are imported)

Troubleshooting

Symptom	Cause	Fix
The document does not save and says a pricing item's tax or discount "must be a whole number"	A row has a decimal percent, such as 7.5.	Change it to a whole number, or use a named tax under Columns, taxes and options.
A number box shows Must be 0 or more	The value is negative.	Type 0 or more.
The checklist says the pricing table totals zero	No row has a price above zero.	Add a price, or remove the table.
The checklist says the text total does not match	Your text states a different total than the table.	Change the text or the table so they match.
Your client cannot change a quantity	Client can change qty is off for that row.	Turn it on before you send.
The CSV button reads Fix errors to import	One or more lines have errors.	Read the error for each line, fix the file and paste or choose it again.
Import from catalog shows "No products in your catalog yet"	The catalog is empty.	Add products on the Products page, or import a CSV.
A later signer cannot change the pricing	The first signer already agreed to it. The pricing is locked.	This is expected. The later signer reviews the locked pricing and signs.
A signer sees "The pricing configuration changed. Review the current pricing and confirm your signature again."	Someone else signed and set the pricing first.	The signer checks the locked pricing and signs again.