660 results found
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Quote builder: pull products from CRM when quote builder is added via Smart content
Option to populate products in Quote Builder within Smart Content upon document creation from CRMs
7 votes -
Export Catalog Folders
Looking for the ability to export specific folders in the Catalogue instead of exporting the whole catalogue
2 votes -
Apply merge rules for the pricing table in bulk
What I am asking for is the ability to do this rule mapping in bulk – such as an upload feature from a spreadsheet. I have many many rules I need to add to each pricing table. I want to be able to do this once – not for each individual rule.
2 votes -
The option to display the total in the pricing table excluding tax/discounts/fees
The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.
136 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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2 votes
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Option to have 2 discount columns: percentage and amount
Option to have 2 columns that reflect discount: percentage and amount (with negative sign)
2 votes -
Totals from PricingTable1 can automatically become selections (products) for PricingTable2
PricingTable1 builds the quote and the Total generated from this table becomes a variable that can go into the 'Full Payment' option in Table2
3 votes -
Auto Save for the Quote builder
It would be awesome to have Auto Save for the quote builder. That way if someone accidently exits out of the tab, it'll still save.
1 vote -
Quote builder: set a fixed Contract Term
Option to set a given term as default for all the lines created from the catalog
2 votes -
Ability to add a fixed amount of padding in pricing table
Ability to add a fixed amount of padding to any follow-on pages in a pricing table that goes on to more than one page.
2 votes -
Text style bold in the column name in the quote builder
Text style bold in the column name in the quote builder
1 vote -
Optional Column for Percentage-Based Pricing in the Pricing Table
Add an optional column to the pricing table that, when selected, automatically applies a specific percentage to the total.
2 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
5 votes -
Ability to add rows to the pricing table footer that do not affect the overall total
Add a row to the pricing table footer that shows the "total after the discount" that does not affect the overall discount.
2 votes -
Quote Builder: option to use formulas
Option to use formulas in Quote builder, for example, calculate [Quote1.Subtotal] * 0.1 in custom field
5 votes -
Calculate total discount based on Subtotal - other discount
Calculate total discount based on other discounts, for example, "Discount Total" to show $12,250, and automatically calculate depending on what the discount is.
2 votes -
Merge data of multiple quote builder blocks
Option to merge the data of one quote builder to another, for example, to combine to give a total or subtotal from the multiple quote builder blocks.
2 votes -
Volume-based pricing: remove the former price from the Quote builder
Option to remove the former price from the Quote builder in case products have volume-based pricing
2 votes -
PandaDoc CPQ for Zoho
PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.
2 votes -
Variables for Quote builder section subtotal
It would be great to get the section totals to appear as variables vs. only the quote total.
1 vote
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