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.

In the article below, we'll walk you through how to create and edit Price Cards.

Step 1: From within a Workspace, click Add section.

Step 2: Select the Quote & Order Form option and then Pricing Cards.

Step 3: Give your pricing cards a title.

Step 4: Click +Add card.

Step 5: Select Product library or Custom card item.

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.

Step 1: Within the card, click on the ellipses (...) in the upper right corner.

Step 2: Toggle on Apply discount.

Step 3: Select Percent or Dollar.

Step 4: Add discount amount.

Once you add a Discount, we'll display the Rate Card Price, Discount and New Price. The New Price is just the Rate Card Price minus the Discount.

Here's what it looks like in the Editor:

Even after applying a discount, you can adjust the Rate Card price.

In the Shared View, we show the same information in a different way to make pricing clear for your buyers.

To flag a pricing card as "recommended", follow the steps below.

Step 1: Within the pricing card, click on the ellipsis (...) in the top right.

Step 2: Toggle on Recommended from the dropdown menu.

Now, you'll see a Recommended badge on the card.