600 results found
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13 votes
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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 -
Quote builder: ability to reflect the total for recurring products based on contract term
In the case of a multi-year contract with recurring products used in the quote builder, the ability to reflect the total for each year is required. For example, Product A costs $1,000 per year, and Product B costs $2,000 per year, making the total $3,000 per year.
2 votes -
Pricing table - add Price columns without manipulating subtotal/total
-Have an ability to add all amounts from an Opportunity in Salesforce (some are simply for display) and avoid additional calculations in the pricing table. Right now, you'd have to use Text columns to pull in those numbers so they will not manipulate the subtotal/total and the text columns will not have currency formatting.
2 votes -
Quote builder: remove sections without products automatically
If merge rules are set and there is no product pulled from HubSpot to quote builder section, automatically remove the section
2 votes -
Use Variables inside Quote Builder
Ability to populate variable value inside the Quote Builder just like with the Pricing Table.
1 vote -
SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
3 votes -
Strikethrough amounts on pricing table.
Have the ability to strikethrough an amount on the pricing table and and show it go to 0, (Waiving fee)
1 vote -
Typography Conditions in CPQ or Pricing Table
Ability to set conditions relating to typography.
e.g
Once the condition is met the segments/sections text will automatically go ''bold''
2 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
2 votes -
[Workflows] Add dynamic content in the email message body
Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.
1 vote -
Ability to show a discount a separate row
I want the discount to show as a separate row and not column in the pricing table
2 votes -
Markup Input and Adjustment
I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.
1 vote -
2 votes
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Add category column to the pricing table
Add a category column to the pricing table
2 votes -
2 votes
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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
2 votes -
"Contact for Pricing" Option in Pricing Tables
Option to add a "contact for pricing" button in a pricing table instead of displaying a price, allowing recipients to reach out to the sender to negotiate terms beforehand.
2 votes -
Presentation mode: interactive quote builder
Option to interact with the quote builder in presentation mode and to be able to flip and hide the description, etc.
2 votes
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