491 results found
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Show tax as percentage and currency amount
It's also a great idea if the Quote or Pricing table can show % and the amount corresponding to the % or vice versa. This way, the client is made aware of the % and amount saved/added
3 votes -
Total for values within the pricing table column
Ability to add up just the values listed in the Price column
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Quote builder: set a fixed Contract Term
Option to set a given term as default for all the lines created from the catalog
3 votes -
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 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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.
137 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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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.
3 votes -
Bi-weekly billing period option for recurring products
Bi-weekly billing period option for recurring products
9 votes -
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 -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
6 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 -
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 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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 -
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 -
PandaDoc CPQ for Zoho
PandaDoc CPQ for Zoho to streamline the quote generation process and save time for the sales team.
2 votes
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