613 results found
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2 votes
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[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
2 votes -
Hide pricing table/QB section if the product hasn't been added
To hide sections in a pricing table if there's no product synced into it from a CRM
3 votes -
Product Catalog: calculated pricing
An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.
3 votes -
Apply section-level % discount to all the recurring payments, not just the initial payment
Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment
2 votes -
Pricing table: disable the option for the recipient to select products if the field is assigned to them
Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.
4 votes -
Option to make product fields in catalog required
Option to make product fields in catalog required
2 votes -
Pricing Table Merge rules: More than one rule applies, option for"AND" conditional rule.
Example Use Case:
We wanted products that were from the 'Saas' family AND were part of our 'Care Delivery' product line.
When we set up the if-then rule for both conditions, it was acting as an OR, not as an AND.Example rule:
If the item contains the field "Product2.Family" and its value equals "Saas", add it to the "Pricing table, no section" section.
If the item contains the field "ProductLine_c" and its value equals "Care delivery", add it to the "Pricing table, no section" section.We wanted to display any product that was family ‘SaaS’ and product…
7 votes -
Tax automatically added based on the conditional
Tax automatically added based on the conditional
E.g. a way for PandaDoc to automatically set the taxes, so that taxes are computed automatically based on the billing Province
3 votes -
Gratuity in Pricing Table
Ability to leave a Gratuity ( 18%, 20%, 25%) in Purposals that would not be taxed.
2 votes -
Ability to hide sections in Quote Builder
Looking for an option to hide sections in the quote builder for users who want to add a section but don't want their client to see it.
3 votes -
Profit&Margin permissions: limit access for certain users
Ability to hide the purchase and margin option for certain users.
1 vote -
add the settings in the pricing table so a few products are already automatically preselected
add the settings in the pricing table so a few products are already automatically preselected
2 votes -
Bold the Grand Total in the Quote
Bold the Grand Total in the Quote
2 votes -
Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
4 votes -
Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually
Ability to change the profit margin so that it changes the price automatically instead of having to adjust the price manually
2 votes -
Disable Product Image Preview in CPQ
When a recipient clicks the product images in a pricing table or quote builder, it shows the actual image size. there should be an option to disable it, keep thumbnail views only.
2 votes -
4 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Hide product description in Pricing Table
Hide product description in Pricing Table
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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Automatically add products selected in Quote Builder to a Pricing Table
Automatically add products selected in Quote Builder to a Pricing Table
2 votes
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