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Ideas to Improve PandaDoc: CPQ - Pricing Table

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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.

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Tate Davis shared this idea  ·   ·  Admin →
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  • Ernie de Wal commented  · 

    If this is under development there should be the ability to determine the number of columns desired, the headings to be assigned to thee columns AND ensure that this is API accessible.

  • Andrew Arbuckle commented  · 

    It would be good to hear some feedback from Pandadoc if this will ever be on the roadmap? Its been a top rated idea for along time. the ability for some very simple calculations from document value would save hours of work a week for my team.

  • Angelica Lapat commented  · 

    The ability to put a cell in the pricing table to take a percentage of another number in the pricing table

  • Chris Green commented  · 

    Maybe a line of txt could also be added on why we are giving them a discount? e.g 15% discount for ex showroom machine or £15k discount for some people :-

  • Andrew Campling commented  · 

    Hi, many of my customers would prefer to see the discounted total before tax i added. It just make more sense, even for VAT rated customers.

  • Hannah Lawrence commented  · 

    Yes please! I would like to show one-time fees in one column and annual fees in a 2nd column and then total the one-time and annual fees in a row at the bottom. Seems very basic. Creating separate pricing tables for both types of fees creates unnecessary length and user confusion.

  • Anonymous commented  · 

    I would like to add below subtotal a divider by 12 to detail the monthly payment

  • Nicole Hoadley commented  · 

    Yes, being able to multiply or divide in order to put together a total and then a monthly retainer for my agency is crucial

  • Jeff Rosen commented  · 

    Excel formulas being possible within PandaDoc Tables. Specifically, a sum formula and one for percentage increases/decreases would be ideal.

  • 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.

  • Shawna Stewart commented  · 

    A standard table that mimics excel for building an employee expense report in forms

  • Mauro Gesti commented  · 

    Improve general management of SKU in the catalogue.
    The present catalogue is too basic.
    1. Organize SKU/Catalog Items packages into lists/membership lists to offer a complete SKU package. That is to be able to import in a single stroke in a pricing table more SKU that I belong to a package composed from more SKU.
    2. insert a function that allows you to edit the data of the SKU of the catalogue directly from Pandadoc without having to export to a CSV file and then having to import them back into the catalogue in Pandadoc. By doing this operation sometimes imports do not work well in converting CSV to Excell and you risk losing data or damaging it. It would be more useful a mass modification function of the articles of the catalog (how to increase all prices by a certain percentage)

  • Arvi Martinez commented  · 

    a pricing table whereby the user is able to enter a quantity and the rate charged per quantity will automatically update based on quantity selected.

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