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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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) -
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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David Marsh commented
This would definitely help to streamline contracts by allowing the client to choose their price using a calculator.
I would like to see the client choose the service location, the term of the agreement, the number of widgets, other widget options that would change the product SKU, the description, and their monthly/yearly pricing.
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Ryan Christopher commented
We provide financing options for our products and services. Currently, we need to manually multiply the Total Amount by the payment factor. For example, if the total amount is $7500 and someone wants to know what their monthly payment will be for 60 months at 6.99%, the payment factor is the Total amount multiplied by 0.0198. This gives you a monthly payment of $148.50 per month.
With the ability to have options within the pricing table, the total amount can change, thus making it nearly impossible to come up with every monthly payment option for multiple finance options.
Having a field that is based on a formula for the pricing total variable, will allow an automatic calculation for presenting low monthly payment options. A huge selling and closing tool!
one way to address this is by inserting a formula based on the (Pricing Table.Total * 0.0198).
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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
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Ashley Dadd commented
Yes - Formulas would be a game changer
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AdminSolomiia Mereniuk (Admin, PandaDoc) 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.
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Peter Hiebert commented
Yes please! Formulas!