Overview
Within Workspaces, you can create pricing cards to share pricing with a buyer. These can be a helpful visual earlier on in conversations when you have a few different options for the buyer to choose from.
Buyers who are marked as Collaborators have the ability to adjust the unit amount (user total in the above example) to adjust the total cost.
Pricing Cards cannot be turned into an Order Form. For most pricing conversations, we recommend using the Price Quote Builder.
In the article below, we'll walk you through how to create and edit Price Cards.
Adding Pricing Cards to a Workspace
Step 1: From within a Workspace, click Add section
Step 2: Select or find the Price Card widget
Step 3: Give your pricing cards a title.
Step 4: Click +Add card.
Step 5: Select Product library or Custom card item.
Creating a Custom Card
Step 1: Give your card a title. This is typically the Product suite(s) you are selling.
Step 2: Add a unit price and billing frequency.
Step 3: Add a default amount and unit name (i.e. users).
Step 4: Add an optional description.
Designing your Cards
Click on the price card to pull up the settings panel on the right-hand side. Here you can customize the following:
The design of the card (background, borders, font colors, etc)
Hide units on the card
Highlight a card as "recommended"
Apply a discount
Custom pricing
Hide Units
Hide the units from being visible to the customer. Toggling it on will make it a lighter grey color which means it is not shown.
Recommended Card
Highlight a card by clicking on it to pull up the settings, then toggle on the Recommended option.
Only one card can be recommended at a time.
Applying Discounts
Click on the card to pull up the settings panel. Toggle on Apply Discount to enter your amount.
Custom Pricing
Flag a card as having custom pricing (i.e. for your largest enterprise tier)








