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. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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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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
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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.
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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.
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Angelica Lapat commented
The ability to put a cell in the pricing table to take a percentage of another number in the pricing table
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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.
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Option to create formulas in regular table
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Anonymous commented
I would like to add below subtotal a divider by 12 to detail the monthly payment
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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
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Emily Gould commented
use a formula for the unit price
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Anonymous commented
advanced calculations/ cpq - divide by month the price for each product line item in the pricing table
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Paul Cedric Guevarra commented
Formula option for Tables
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Jeff Rosen commented
Excel formulas being possible within PandaDoc Tables. Specifically, a sum formula and one for percentage increases/decreases would be ideal.
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Andrew Arbuckle commented
Top 3 Idea from 2 years ago (and a critical one) and still just an idea...
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Emily Gould commented
Ability to add formulas to tables in PandaDoc templates
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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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Shawna Stewart commented
A standard table that mimics excel for building an employee expense report in forms
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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)