Pricing Table calculations: Excel Formulas.
Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
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Savannah Faulkner commented
Two fees are added to the total. Would like the ability to calculate the second fee based on the first fee
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Neil Griffin commented
Valeryia, I'd like to get early access and test please :)
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Nikki Johanna commented
Now you can use the variable Document.Value to get the value of the entire document (or whichever price tables you have checked and wish to include).
However, there is no variable to show the total value of for example price table 1 and 2 and another variable to show the total value of price table 1 and 3.
For quotes to the customer, it would be very helpful to, for example, give him the total price of option 1 (price table 1 and 2) and option 2 (price table 1 and 3) in the same document and have the total price for both options change when you alter said price tables. -
Allie Brittain commented
Our product pricing is quite extensive and clients only need to see the summary.
I'd like to create a table that shows:
1) one time costs
2) annual sum of annual costs
3) annual sum of monthly costs
4) year 1, year 2, and year 3 totals -
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.
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Paul Rosa commented
This is very important for price table. It will allow to make different calculations based on quantities, discounts and price
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AdminYana Martynenko (Admin, PandaDoc) commented
Smart tokens
1) the token that illustrates the price of a specific product;
2) Can plus to each other and sum up to be the same as total amount in the pricing table. -
Savannah Faulkner commented
Calculation for custom fields (added from catalog) in a pricing table or quote builder
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Alison Henry commented
Our team is looking at other contract solutions that can support this. It is absolutely critical but does not seem to be moving forward.
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Khurram Nazir commented
A must have for the business, please add asap.
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Jason Morriss commented
Please add functionality to record deposits or partial payments and a resulting final balance. This could be accomplished with formulas, but making it standard would be great
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Connor Smith commented
This would improve efficiency for us.
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Lucidity Sales commented
Please allow variables in pricing tables as a bare minimum. We need to be able to add up individual tables into an executive summary.
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Joris de Boer commented
Simple formulas in a pricing table would be absolutely a big plus.
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Red Safety commented
I'm looking for this as well. Just saying!
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Alison Henry commented
This is so critical for so many. Please add soon
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Andrew Campling commented
Is there any timescale on this, since I voted last year is gathered a good deal of momentum, topping 500 votes. Please PandaDoc, get this sorted, it's a massive time saver and I'm sure would help all your users generate more business.
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Geoff Meczka commented
The current functionality of the Pricing Tables and Advanced Quotes is a big let down. There are far too many limitations.
The advanced quote tables take up far too much page space when presenting multiple items to a client. What should be a 1-2 page document turns out to be 7 when using advanced quotes.
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Anonymous commented
add a formula to pricing table where the price per item changes as the quantity goes higher
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Paul Cedric Guevarra commented
Option for the user/sender to divide, add, subtract,multiply qoute/pricing table totals