Product table

Product table

Use a product table to present products or services in a structured price list. You and your counterparties can select products, enter quantities, and view a clear cost summary directly in the document.

This article explains how to create a product table, manage columns, configure prices and taxes, control quantity settings, and add product summation.

Create a Product Table Section

1. Go to Templates > Open a template.
2. Create a new section (+) > Choose the product table section.
3. Start adding products and tailor the table to fit your needs.

Product columns

When you add a product table, several columns are available. The top row, highlighted in gray, shows which columns are currently active and visible.

To manage which columns are displayed, click Settings — the gear icon on the right side of the section.

From there, you can:

• Show or hide columns
• Rename columns by clicking a column and entering a new name

Description Column

Use the Description column to add product information. The column works like a regular editor, so you can add free-form text, format the content, and upload images to showcase your products.

Price Column

The Price column is where you manage most product-related settings, including price, price prefix and suffix, decimals, discounts, taxes, and currency display.

These settings are managed in two places:

Column settings
Click the cogwheel at the top of the Price column to manage general settings for the column.

Product row settings
Edit each product row to manage settings that apply only to that specific product.

Add a second price column

When you create a product table, one Price column is added by default. If needed, you can add a second Price column, up to a maximum of two Price columns per table.

To add a second Price column:

1. Click the gear icon next to the section.
2. Select Price 2.

Price, discount, and tax

After adding a product, click the editing tool to enter a price for the product. You can also add a discount and tax, if needed.

Discounts can be entered as a percentage, for example 10%, or as a specific number, for example 10. Tax must be entered as a percentage, for example 25%.

Tax settings

Tax settings let you configure how tax is shown and calculated for each Price column. You can also choose whether prices should be shown including tax.

To add tax:

1. Click the cogwheel for the Price column.
2. Enter the tax label, for example VAT.
3. Choose whether to show prices including tax.
4. Click Save.

Summary and totals

The table summary controls how totals are displayed below the product table.

You can choose between a simple or detailed summary.

Simple view:

Detailed view:

Table summary settings

With a detailed summary, you can choose which totals to show or hide.

To activate detailed summary view:

1. Click the cogwheel next to the summary below the product table.
2. Click Show settings.
3. In the template settings panel, choose Detailed.
4. Click the cogwheel again.
5. Select or clear the options you want to show or hide, such as Subtotal, Discount, Tax, and Total.

Decimal settings

You can choose how many decimals to show for prices in the product table.

To update decimal settings:

1. Click the Price column.
2. Select how many decimals you want to show from the dropdown.
3. Click Save.

One-time Payment

You can use a Price column for a one-time payment. When this setting is enabled, the total cost in that column is shown as a one-time payment, regardless of quantity.

To enable one-time payment:

1. Click the Price column.
2. Select One-time payment.
3. Click Save.

Price prefix and price suffix

You can add a price prefix or suffix to show currency or other price information in the product table.

For example, you can add:

• € as a prefix
• SEK as a suffix
• / month as a suffix

To add a price prefix or suffix:

1. Click the Price column.
2. Enter the prefix or suffix.
3. Click Save.

Quantity Column

The Quantity column controls how products can be selected or counted. You can choose a quantity type for each product and decide whether counterparties or colleagues should be allowed to change the quantity.

Quantity Type

You can choose between three quantity types:

• Multiple selection
  Allows counterparties to select multiple products using checkboxes.
• Single selection
  Allows counterparties to select only one product from a group of single-choice options.
• Number
  Allows counterparties to enter how many of a product they want to select.

To choose a quantity type:

1. Click the editing tool for the product.
2. Open the Quantity type dropdown.
3. Select the quantity type you want to use.

Lock the Product Table for Editing

When you invite counterparties to a document, they can only make selections in the Quantity column. Colleagues can edit all columns unless the section is locked.

You can control editing by locking the Quantity column or by locking the entire product table section.

Lock product quantity for counterparties

You can prevent counterparties from changing quantities in the product table. This can be done for all products in the table or for a specific product.

To lock all quantity fields in the product table:

1. Click the Quantity column.
2. Clear Allow counterparts to change field quantity.

To lock the quantity field for a specific product:

1. Click the editing tool for the product.
2. Select Disable counterparties from editing field quantity.

Lock Product Table for Colleagues

You can lock the product table section to prevent colleagues from editing it. When the section is locked, the product table is locked for colleagues, except for the Quantity column.

To lock the product table:

1. Click the gear icon.
2. Select Lock section.

To also prevent colleagues from changing the quantity:

1. Click the Quantity column.
2. Clear Allow colleagues to edit field quantity.

Product Summation

Use Product summation to combine multiple Price columns from one or more product tables into one total. This is useful when you have several product tables in a document and want to show a clear total cost.

To create a product summation section:

1. Click + to create a new section.
2. Select Product summation.
3. Enter a name for the summation.
4. Add a currency symbol or text for clarity.
5. Select how many decimals to show.
6. Select the Price columns you want to include in the summation.
7. Click Save.