How to Use Table Builder for Sales Proposals
By Declan · Updated May 2026
Build clean pricing matrices, room blocks, and tiered options with the Table Builder, then save them to your company library for reuse.
The Table Builder lets you assemble pricing grids, room blocks, and tiered option matrices directly inside a SendSite — without breaking your brand styling. This guide covers the core editing controls, pasting data from outside sources, and saving a finished table so your team can reuse it on every proposal.
Add a table to your page
On the proposal page where you want the grid, click Add Section and choose the table option. A starter grid drops into the page using your brand fonts, colors, and spacing.
Add, remove, and merge cells
Click into any cell to insert new rows or columns, or to delete ones you don’t need. To create a span header or a notes row, highlight the cells you want to combine and choose Merge. Use the alignment controls to right-align pricing columns so the numbers stay tidy.
Right-aligning currency columns is the single fastest way to make a pricing table look polished.
Set or remove the header row
Click into the top row and apply the H format to mark it as a header. If you’ve pasted in raw data and don’t want the first row treated as a header, click the same control to remove it.
Paste data from Excel or Google Sheets
Highlight your range in Excel or Google Sheets, copy it, and paste directly into the table. The grid structure carries over and the styling is replaced with your SendSites brand formatting.
The Table Builder preserves layout but doesn’t run live spreadsheet formulas. Calculate totals in your source file before pasting.
Paste from Word without inheriting foreign styles
If you copy a table out of a Word document — even one with custom borders or off-brand fonts — SendSites strips those styles on paste and applies your company branding automatically. You don’t need to clean anything up first.
Duplicate a table for tiered options
When you need to present Option A vs. Option B, build the first table completely, then click Duplicate on the section. An identical copy appears below, ready for you to adjust pricing, dates, or inclusions.
Save the table to your company library
Once the layout is exactly how you want it, hover over the section settings and click Add section to saved sections. Create a folder (for example, “Standard Room Matrix” or “Pricing Grids”) and give the table a clear name so your team can find it.
Reuse the saved table on future proposals
On any new proposal page, click Add Section, then Browse Company Library. Open your folder, select the saved grid, and it populates into the page fully formatted — ready for you to drop in the specific numbers for this opportunity.
Saving your most-used grids to the company library removes the repetitive work of rebuilding pricing tables for every RFP. Most sales teams keep three or four canonical layouts — room blocks, F&B packages, AV add-ons — and adjust the content rather than the structure.
What success looks like
You should be able to start from a blank proposal page and have a fully branded, accurate pricing table in place within a minute or two — either by pasting from a source spreadsheet or by pulling a saved layout from your company library. If a pasted table is keeping foreign styles or your saved sections aren’t appearing in the library, reach out and we’ll take a look.
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