Still sending static PDFs with fixed pricing? That might be slowing down your sales process more than you realize. Today’s buyers expect flexibility, interactivity, and clarity, and PandaDoc delivers that through dynamic pricing tables that put power into the hands of your reps and prospects.
No more back-and-forth emails to adjust line items. No more confusion about what’s included. PandaDoc’s smart pricing tables make your proposal feel like a conversation, rather than a wall of numbers. Here’s how they work, why they close faster, and how to set them up right.
What Are Dynamic Pricing Tables in PandaDoc?
Dynamic pricing tables are interactive sections within a PandaDoc proposal that enable you to display, modify, and calculate prices in real-time. Unlike a static PDF or Word doc, PandaDoc’s pricing tables respond to user interaction, either from your sales reps or your clients.
Templates, Approvals, eSign - All in PandaDoc
Setup & Templates – Branded templates, content library, variables, and catalog so reps build proposals fast and on-brand.
Smart Integrations – One-click signatures, payment links, and dynamic pricing tables/discounts to shorten time-to-close.
Approvals & Compliance – Role-based approvals, clause control, and audit trails to keep Legal & Finance happy.
eSign, Payments & CPQ – Dashboards, call scoring, and coaching loops so leaders can improve conversion and CSAT with data.
These tables support editable fields, optional selections, automated discounts, and tiered pricing models. As selections are made, the totals auto-update, providing an instant view of how changes affect the final price.
It’s like embedding a live pricing calculator inside your proposal, tailored to your offering.
Editable Quantities for Reps or Clients
Sales reps often need flexibility when building out a quote, whether it’s adjusting the number of licenses, hours, or deliverables. With PandaDoc, reps can edit quantity fields right in the document before sending.
You can also allow clients to edit quantities themselves. This is ideal for product bundles or scalable service packages, giving buyers a sense of control and customization. They can increase units or reduce scope, all while seeing the price adjust instantly.
This back-and-forth flexibility turns what could be a long negotiation into a quick, confident buying decision.
Calculated Totals That Auto-Update in Real Time
Once a user makes changes, like adding a quantity or selecting an add-on, PandaDoc automatically recalculates the totals in the pricing table. You don’t need to worry about broken spreadsheets or overlooked math.
This live pricing update builds trust with your prospects. It reduces errors, shortens sales cycles, and eliminates the classic “let me send you a revised version” email that delays deals.
When clients can instantly see how their selections impact the cost, it speeds up the path to a ‘yes’.
Built-In Discounts for Volume or Bundles
With PandaDoc’s pricing table editor, you can apply automated discount logic. This means you can set up pre-configured discounts based on quantity thresholds, bundle combinations, or specific packages.
For example, if a client chooses more than 10 licenses, a 15% discount may be applied automatically. Or if they select both “Training” and “Onboarding,” a bundled rate might appear.
Automated discounts reduce negotiation friction and make your pricing strategy feel both fair and transparent, two key traits that increase conversion.
Offer Multiple Pricing Options With Toggle Views
If you offer different tiers of service, like Standard, Premium, and Enterprise, you can include all of them in the same pricing table and allow the client to toggle between them.
This lets the prospect compare options side by side, which increases clarity and trust. It also nudges clients toward upsell decisions, as they clearly see the added value of higher tiers.
Presenting options gives buyers control while anchoring them to your premium offerings, making them more likely to choose mid-to-high tier packages.
Include Optional Add-Ons Clients Can Select Themselves
You don’t need to guess what a client wants. Give them the power to choose.
PandaDoc allows you to include optional line items, such as additional support, extra licenses, or extended warranties, as needed. These add-ons can be presented as checkboxes that the client can select on their own before signing.
This turns your proposal into an interactive tool. Clients can build their own package, and your totals update instantly; your reps don’t need to send follow-up quotes. It also increases the average deal size by allowing buyers to upsell themselves.
Why Dynamic Pricing Tables Help You Close Faster?
Interactive pricing tables aren’t just flashy. They’re functional. They remove friction from the quote and negotiation process, reduce errors, and build buyer confidence. They also reduce the number of revisions you need to send and give clients everything they need to make a decision immediately.
When prospects can explore pricing options and see the totals update in real-time, they become more engaged. And engagement is one of the strongest predictors of closed-won deals.
Dynamic pricing isn’t about showing more numbers. It’s about turning your proposal into a real-time conversation that builds momentum and trust.
How to Set Up Dynamic Pricing Tables in PandaDoc?
To build an interactive pricing table, start by using PandaDoc’s pricing block inside a template. From there, you can add product or service line items, set quantities, assign unit prices, and apply taxes or fees as needed.
Here’s a basic setup process:
- Add a pricing table block to your template
- Include line items with clear names, descriptions, and unit prices
- Enable editable quantities if needed
- Use conditional logic for optional add-ons
- Apply discount rules where applicable
- Preview your template to test client-side interaction
Once it’s ready, reps can use the template repeatedly with live CRM data via tokens and merge fields. It’s fast, scalable, and error-proof.
Final Thoughts on Using Dynamic Pricing Tables in PandaDoc
Today’s buyers want clarity, flexibility, and speed. Static PDFs and flat quotes no longer suffice. With PandaDoc’s dynamic pricing tables, you can meet those expectations and make your proposal stand out from the crowd.
You empower your sales reps to customize with confidence, let clients tailor their own packages, and move deals forward without needing back-and-forth revisions. It’s smoother for you, better for them, and faster for everyone.
If you’re ready to turn pricing into a competitive advantage, dynamic pricing tables are a great starting point.
