576 results found
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Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
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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Variables for the quote builder
Variables for the quote builder
4 votes -
Ability to use keyboard shortcuts to navigate the Quote builder
Ability to use keyboard shortcuts to navigate the Quote builder
1 vote -
adding Laos (KIP) currency in pricing table
adding Laos (KIP) currency in pricing table
2 votes -
conditional smart content for images to populate in pricing tables
conditional smart content for images to populate in pricing tables
Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.2 votes -
Do not require the Type column when mass importing to the product catalog
Do not require the Type column when mass importing to the product catalog
2 votes -
Hide Document value
I LOVE your service. I will gladly pay, but can you PLEASE add the ability to hide the document value for contracts? Its a weird thing to sign an NDA and say its worth $0, its a weird pressure to say its worth a lot. I should be allowed to hide that field and maybe one day years down the road I will turn that field back on.....
What is a board resolution humbly that does something great or with high potential worth? Its just weird to ask in the moment....
This ability directly determines whether or not I buy…
2 votes -
ability to select an item in product bundles for Quote builder
As of now, if we add the product bundles, it always takes the default price of the parent price no matter what chield products it has and what the cost, we would expect that the line items takes the total price of the parent + all child items
2 votes -
4 votes
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superscript in product catalog
superscript in product catalog
2 votes -
Add hourly billing type to catalog products.
Add hourly billing type to catalog products.
4 votes -
3 votes
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3 votes
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1 vote
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Notification indicating that the CPQ feature is a paid add-on for the Business plan
The pop-up window notifying that the Quote Builder is a paid feature only appears when you are about to send/download a document. The notification should pop up before the option of creating the Quote, informing the user that this feature is paid.
1 vote -
quote builder and transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
6 votes -
add two discounts to the pricing table, one to the price, the second one for the subtotal for each product
add two discounts to the pricing table, one to the price, the second one for the subtotal for each product
1 vote -
remove a line item in the pricing table if a rule is not met
set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)
2 votes -
Pricing table - charges on a specific line item only exempting other line items.
charges on a specific line item only exempting other line items.
1 vote -
1 vote
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