In the article below, we'll guide you through how to create and publish price quotes within your Workspace.

Step 1: Within the desired page and desired Workspace, click Add section.

Step 2: Select Price Quote or Pricing Cards

We recommend that you use our price quote table (the "create pricing quote" option), especially if you want to eventually turn the price quote into an order form. That being said, we also offer pricing cards that can be used to visually display pricing to potential customers.

When you click Create pricing quote, you'll be brought to the price quote builder.

The price quote builder is how you actually create different pricing quotes for buyers.

When you start creating pricing quotes, here's what you'll see:

Click on the price quote name to edit the name, currency, terms and recommendation status. These settings can be adjusted from the right side bar.

To add additional price quote options, click on Add option to enter into a new price quote builder. This is especially useful when customers are comparing between multiple different products/packages or billing frequencies.

To get started, select a billing frequency and then choose a product. When you click a product, it will automatically be added to the price quote table.

As you'll notice, only products of the same billing frequency can be added to the same pricing quote. For example, you can't combine an annual product with a monthly product.

To edit a line item, click on the line item in the table and it will change the right side bar.

From the right side bar, you have a number of options to customize the line item for this quote:

You also have the ability to remove the line item.

The right side bar will have slight adjustments based on the pricing model. For example, flat fee pricing doesn't have a quantity option, since the quantity is always one.

To add more columns to a price table, click the + button in the top right corner.

As you select different columns, they will be added to the price quote table. Dock automatically fills out the different columns and the order of the columns.

While we recommend that you use the Product library, we also understand that there are use cases where you need to add a custom line item to a price quote.

To add a custom line item, click + Add custom line item from the left side bar.

Custom line items offer more options from the right sidebar. You're able to adjust the typical inputs, but then also select the billing frequency and pricing model.

To re-order line items, click the up/down arrows in the top right of the table.

To add a line-item discount, start by clicking on the line-item and then add in a % or dollar based discount from the right sidebar

This will automatically update the Unit Price and Total Price to the new numbers. We'll keep the List prices, but scratch them out.

The Discount column (if you choose to show it) will also show the total amount of the discount.

You also have the ability to add a discount or tax to the overall price quote table. To start this process, click on the total line item and that will show a new right side bar.

From the right sidebar, add in the relevant discounts and/or tax. The table will automatically adjust to show a subtotal and new total.

Dock will automatically group products into tables based on the pricing model and billing frequencies.

For example, let's say you have an annual product, but also have a one-time implementation fee. Here's what this would look like in the order form:

When you add a tiered or volume based product, they will always show up in a different table, but will be combined in the total section with the corresponding billing frequency.

Here's an example with a tiered volume product:

To re-order the tables, click on the arrows in the top-right corner of the table

To re-order the options shown in a price quote, drag and drop the titles!