639 results found
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Always expand description in downloaded PDF
The client uses collapsible description in the Quote builder and he'd like the description to be uncollapsible when the document is signed and downloaded
9 votes -
21 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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Add multiplier on Pricing table footer
I want the subtotal to be multiplied by 12
2 votes -
Validation for Quote Builder columns
The client would like to set validation for the column in the QB: if the discount is set to value > 0, then the column for reasoning (text) must be filled in as well.
2 votes -
Drop Down list in Custom Column in "Create a Quote" CPQ Step
Customer needs the ability to use a drop down column on the quote builder step to pick the country code for the product that its being sold in. The country codes cant be manually added since this is something that needs to be one to one with what they are tracking in Salesforce on the opportunity product custom field. Having reps manually enter the country codes could potentially cause inconsistency across the platforms causing their product level reporting to be off.
Having the ability to use a dropdown option with the country codes preset will remove any manual error that…
2 votes -
Quote Builder: Custom Column Total
Have the ability to add the total of the custom column in the totals tab.
3 votes -
Add hyperlinks to to the Catalog by importing CSV
When products are imported to the Catalog via CSV and the description contains hyperlinks, they are not hyperlinks after the upload. After adding the product to the pricing table, the hyperlinks are not saved.
2 votes -
Pricing Table: Add an additional product when the recipient select a product from the options
Have the ability to show an additional product (like a mandatory license or fee) when the recipient chooses a certain product from the options.
2 votes -
Pricing Table: Apply Line-Item Discount to every Quantity
Pricing Table to less the line item discount per item quantity. Currently, when a recipient edits the quantity to more than 1, the line item discount is applied only once, not per quantity.
For example:
Price: $419 multiplied by Quantity: 1, less the Discount: $84 = Total: $335If the recipient adds more quantity, it becomes like this:
Price: $419 multiplied by Quantity: 5, less the Discount: $84 = Total: $2,0112 votes -
2 votes
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Quote Builder: To calculate Subtotal before each products' taxes and other discounts.
At the moment, the Quote Builder's "Section Subtotal" includes the line item's taxes in the calculation. The customer wants a subtotal that only includes the sum of the products' prices. Some of the products have different taxes each, so it's not possible to add them to the "Tax" tab below the Subtotal.
2 votes -
Conditional Display of Discount Column in Pricing Table
Introduce a conditional logic setting within the pricing table that allows users to configure the visibility of the discount column dynamically. If a product has a discount, the column should appear automatically; if no discount is applied, the column should remain hidden.
3 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 -
Total for values within the pricing table column
Ability to add up just the values listed in the Price column
2 votes -
Quote builder: show discount column if the discount is 0% or $0
Show discount column in the quote builder for the recipient if the discount is 0% or $0
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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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
6 votes -
Pricing Table: Automatically remove the blank row
Have the ability to automatically remove the blank row in the Pricing Table when data merge is enabled and creating a document using Integrations.
2 votes
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