629 results found
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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.
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 -
Volume-based pricing: show pricing range
Would like the volume-based pricing to be listed without having to hover over it
2 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 -
Add a fee column that would add the fee to all products in a pricing table at once, without having to type it in for each row
Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row
2 votes -
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 -
Quote builder: "You'll save" field with %
We'd like to see "You'll save" field with % of the discount
1 vote -
volume-based pricing: discounts will be applied to specific quantity
"My problem is that when I pick “3” as the amount, it gives 10% discount on all 3 licenses. I want it to only apply to the 3rd license, and NOT on the first two."
2 votes -
Quote builder: custom field layout
It would be helpful if the Field Value in the Custom Field section supported the ability to add line breaks using the Tab key, or if there were an easier method to enter multi-line information. Currently, the information appears in a single line, and while Shift+Enter or Ctrl+Enter works within a pricing table, it requires repetitive effort to do this every time a table is created. It would be great to have a more efficient solution for this.
1 vote -
CPQ Guided Selling - Validate Products Shown Depending on Client Variable (i.e. Industry)
Limit products shown depending on another variable
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 -
Quote builder totals variable
When you create a quote in Quote builder - you have sections you can create.
Imagine where you have
Section A - with a total of $100
Section B - with a total of $200
Section C - with a total of $300once you build your quote and then go into the doc
it would be great to access those values via variables
for example
[Section A.Total]Right now I can only get
[Quote 1.Total]This would help build out pricing tables and summaries in the document that reference the quote.
1 vote -
Make the description of bundled items visible in the quote
Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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[Quote Builder] Ability to view hidden columns after the document is sent
Have the ability to view hidden columns of the Quote Builder after the document is sent.
2 votes -
Scale-based pricing: fixed quantity
for the option to have volume-based pricing model
it would be great to have scale based pricing modelthis can help keep a fixed number
50
100
150
500this would help our team not stray away from packages that we have.
right now we would have to create a package per QTY
0 votes -
18 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Highlight the price of a product in the quote
Highlight the price of a product in the quote
2 votes -
Option to Hide Fields in Catalog for Specific Users
Option to hide specific fields, such as price and cost, in the Catalog for certain account users.
2 votes
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