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Pricing Table: 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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  • Kevin Lee commented  · 

    I assumed this would be core product. Can you not create basic formulas in pricing tables? That is strange

  • Solomiia Mereniuk commented  · 

    should be possible to do a field a formula? For example, I want to do a formula that shows the dollar amount of our seasonal discount that is a % of another field.

  • 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).

  • Bruce Fillmore commented  · 

    Add simple formula ability in table cells using data from other cells, or referenced cloud based csv files. (+-*/)

  • 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 2

    Dates, Numbers, Time of Day would all be useful

  • 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!

  • Carmen Starnes commented  · 

    Yes please! We bill our users monthly and would appreciate having a row for "Duration (Months)" and "Monthly Total" (subtotal/Duration).

  • 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!

  • 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)

  • [Deleted User] commented  · 

    Option to subtract a discount in a pricing table rather than multiply a percentage.

  • 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.