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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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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Yan le Luyer commented
Yes! In my propositions, on the last line of a Pricing table I manually subtotalize all upper lines costs, and then apply a production fee multiplying this global subtotal by a %.
But if I authorize options boxes by clients, my production fee line will not be updated.
It would be great to have a bottom line option, offering a formula like : =sum(above.section.subtotals)*[%multiplier.column).
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Bruce Fillmore commented
Add simple formula ability in table cells using data from other cells, or referenced cloud based csv files. (+-*/)
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Nick Rivero commented
Hey all! Some Basic formulas in tables would be great, much like Excel and Google. I know this has been requested for Pricing Tables, but this would also be useful for standard tables.
Example: I would like to calculate a series of dates based on a starting date.
Date 1 + 7 days = Date 2Dates, Numbers, Time of Day would all be useful
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Ivy Leow commented
Can have the pricing table compute in different columns just like the way excel does?
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Andrew Arbuckle commented
This is a must!! I waste so much time manually typing out loan repayments in each document, this would save me hours of work every week!
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Michael Knill commented
Yes yes please.
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AdminVeronica Carvalho (Admin, PandaDoc) commented
need advanced macro equations, similar to excel
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Carmen Starnes commented
Yes please! We bill our users monthly and would appreciate having a row for "Duration (Months)" and "Monthly Total" (subtotal/Duration).
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Jessica Boyd commented
YES PLEASE!! This is so important and an obvious helpful feature for all! I want to be able to set a total, and then set a breakdown of payment terms of that total. ie. 25 up front, 25 on start, 25 progress pmt, 25 on completion. it should auto calculate these amounts but instead I have to rely on a separate calculator and manual input leaving room for error!
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Hubert commented
Hello,
I think it will be an extremely useful tool for all kinds of businesses to be able to apply mathematical operations to price tables. I mean the simplest ones (addition, subtraction, multiplication, division).
The mechanism can work very similarly to excel table - take the value of column X, add Y and divide by Z (Example attached)
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Roman Klinetskyi commented
more website options for table block like formulas
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Anonymous commented
We are a software company and we use range of magnitude estimates. Since Panda Doc only offers fixed price options, we have to use regular tables instead of pricing tables. This takes a long time and is not efficient. It would be great if I had the option of entering a minimum and maximum price for each line item and a total minimum and maximum at the bottom. If this feature is already available, it would be big deal to us to know how to use it.
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Brenda Weaver commented
Setting up a template for travel and the $ amounts for some items need to be user friendly. User needs to enter the quantity ie for lodging expense. To have them use the quantity for the change is weird - they would be confused.
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AdminInna Babii (Admin, PandaDoc) commented
link one product to another within catalog items (for example if something goes as a package)
"one other thing that would be very helpful is to set if a catalog item should have tax/GST on it or not" -
Andrew Arbuckle commented
We really need the functionality of a loan calculator or at minimum to be able to perform basic calculations from the document total. The vast majority of product we sell are sold under finance and customers want to know repayments. Another simple use would be for showing deposit totals in the quote, ie 10 or 15% of document total that would update as the customer selects different options in the proposal.
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Improvements for Catalog, Pricing table, etc.
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AdminYana Martynenko (Admin, PandaDoc) commented
Option to divide in pricing table (10/2=5)
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Eugene Lazovsky commented
Formulas in pricing table
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[Deleted User] commented
Option to subtract a discount in a pricing table rather than multiply a percentage.
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AdminTate Davis (Admin, PandaDoc) commented
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.