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Pricing Cards

How to Share a Card Pricing Option with Buyers

Updated over a week ago

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.

custom-price-cards

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)

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