Variables contain formulas: variable calculations
Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.
Some examples would be
1. Generate document name variable based on template name, customer company name, deal value and expiration date.
2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
3. Calculate a downpayment size using document value and a custom multiplier.
4. Generate a new date based on a date in another fields or variable by adding a number of days/months to the original date.
Hi. 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!
Thomas Hayes commented
Variables that can have mathematical operations done on them.
For example, a recipient could be filling out a document, and have a question as to whether they would like to add gutters. The variable [gutter.price] would calculate based on the size/features of the house, and another variable [gutter.cost], which is set by the sender.
THis would be separate from pricing tables.
Paul Rosa commented
This is very important for price table. It will allow to make different calculations based on quantities, discounts and price
Paul Cedric Guevarra commented
Option to put future dates in Document.createdDate variable
- Will allow the user to set future the date on the Document.createdDate variable.
Anna Kovalchuk commented
I'd like to automate a calculated date to be "The date the form is sent" + 29 days. So If I send a form today, 10/10/2022. I'd like to automate a calculated date on the form be 11/08/2022
AdminAnonymous (Admin, PandaDoc) commented
create a variable that automatically calculates the number of days/nights between two dates based on the calendar
to create a calculated field that shows the number of nights between 2 dates
Rob Reynolds commented
Thank you Emily!
Emily Gould commented
Ability to add a spot later on the form that displays the amount of X% of the pricing table total
I.E. Number = pricing total x 8%
Angelica Lapat commented
For example, if we wanted to get an annual amount value derived from the price table's total. We can use the total * 12 and place it into a variable.
Get this done yesterday! The possibilities are endless at that point. We say Token_A=$1000 then minus Token_B=$300 = $700
Dharmesh Dayabhai commented
It would be good to create the calculated field whereby
if you have the total value (variable) you can then do a =[Document.Value]*30
so this could be part of a calculation such as an invoice field.
James Cole commented
Namable Calculated fields
It would Be Helpful to have Field that could do simple Math and Logic, that can be named
simple math :
=[Price Table 1.Total] * 0.10
logic: JS shorthand to set up a Max Down Payment of $1000 or less
=[Total] > 10,000 ? 1000 : [Total]*0.10
=[Total] <= 0 ? 0 : [Total]
Hiding some of these field would help too.
Named Buttons would be helpful
Veteran Discount [Vet] = 1 or 0
[customCalc.vetDiscount] = [Total]*(0.07*[vet]) simple Boolean Math based on button state
vet discount button state : set = 7000 *(0.07*1) = 490.00
Currently here's what I'm working on
Balance Due After Down Payment $15,799.00 [Total]
Schedule of progress payments;
10% (of Balance Due) upon Site Visit and Plan Design. $1,579.90 =[Total] * 0.10
50% At Equipment Delivery $7,899.50 =[Total] * 0.50
40% at Building Permit(s) Finaled $6,319.60 =[Total] * 0.40
Ryan Christopher commented
We provide financing options for our products and services. Currently, we need to manually multiply the Total Amount by the payment factor. For example, if the total amount is $7500 and someone wants to know what their monthly payment will be for 60 months at 6.99%, the payment factor is the Total amount multiplied by 0.0198. This gives you a monthly payment of $148.50 per month.
With the ability to have options within the pricing table, the total amount can change, thus making it nearly impossible to come up with every monthly payment option for multiple finance options.
Having a field that is based on a formula for the pricing total variable, will allow an automatic calculation for presenting low monthly payment options. A huge selling and closing tool!
one way to address this is by inserting a formula based on the (Pricing Table.Total * 0.0198).
Daria Serebriakova commented
To be able to multiply, for example, a unit price in the variable
Oksana Dubetska commented
If Panda Doc could do a calculation. Our pricing table we add to this document calculates the total value dynamically so our customers can choose options so we can't do a manual update.
I was hoping we could use a function like [document.value/0.5]
The deposit values and document values need to be dynamic.
Daria Serebriakova commented
The formula for the variables: possibility to sum up totals of several pricing tables
Pricing table 1 Total+Pricing table 2 Total = Total of 2 pricing tables
Zach Snyder commented
You should be able to create custom variables that are based on other variables. For example, you should be able to make Variable C [[Variable A]+[Variable B]], or have the ability to add formulas to the table cells, similarly to Excel. It seems like there is some sort of this functionality with the system variable [Document.Value], but you cannot create your own variable that adds multiple pricing table totals together in one variable.
AdminNani Ancheta (Admin, PandaDoc) commented
MATEMATICALS OPERATIONS WITH VARIABLES IN PANDADOC?
Audio Artisans commented
Be able to reference other variables within a variable with mathematical logic.
For Example: PricingTable1.Total + PricingTable2.Total = UserDefinedVariable.1
Or 10% PricingTable3.Total = UserDefinedVariable.2
Angelica Lapat commented
A way to add a formula to a form, simple lookup or multiplication are two examples.
Inna Babii commented
formulas for variables
for example: if variable A is equal X then variable be is Y